Purchases and Sales Made in Q4 2024 in Select Sector Spdr Fund Health (XLV)
This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q4 2024. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FUND-HEALTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.47KNew |
$200K - $227K
|
1.47K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.46KNew |
$199K - $226K
|
1.46K
$198K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
1.46KNew |
$199K - $226K
|
1.46K
$198K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.45KNew |
$198K - $225K
|
1.45K
$197K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
1.45K+ 6.16% |
$198K - $225K
|
25K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.44K+ 9.47% |
$197K - $223K
|
16.7K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.43K+ 143.3% |
$195K - $222K
|
2.43K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.4K+ 2.17% |
$190K - $216K
|
65.7K
$8.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.39KNew |
$189K - $214K
|
1.39K
$188K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.37KNew |
$186K - $212K
|
1.37K
$185K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.36K+ 8.27% |
$185K - $210K
|
17.8K
$2.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.33K+ 1.56% |
$181K - $206K
|
86.7K
$11.7M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.33K+ 3.58% |
$181K - $205K
|
38.4K
$5.21M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.32K+ 1.09% |
$180K - $205K
|
123K
$16.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.32K+ 5.37% |
$179K - $204K
|
25.8K
$3.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.31K+ 1.85% |
$178K - $202K
|
71.9K
$9.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 1.86% |
$178K - $202K
|
71.6K
$9.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.3K+ 19.74% |
$177K - $201K
|
7.89K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.3K+ 84.75% |
$176K - $200K
|
2.82K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.29K+ 6.99% |
$176K - $200K
|
19.8K
$2.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.27K+ 24.2% |
$173K - $197K
|
6.53K
$885K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.26K+ 2.07% |
$172K - $195K
|
62.1K
$8.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.25KNew |
$171K - $194K
|
1.25K
$170K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.25K+ 5.31% |
$170K - $194K
|
24.8K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.23K+ 8.7% |
$167K - $190K
|
15.3K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
1.23K+ 50.41% |
$167K - $190K
|
3.66K
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.23K+ 52.49% |
$167K - $190K
|
3.56K
$482K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.22K+ 6.14% |
$166K - $189K
|
21.1K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
1.2KNew |
$164K - $186K
|
1.2K
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.17K+ 14.79% |
$160K - $181K
|
9.09K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.17KNew |
$159K - $181K
|
1.17K
$159K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.16K+ 4.85% |
$158K - $179K
|
25K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.15KNew |
$157K - $178K
|
1.15K
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.14K+ 7.25% |
$156K - $177K
|
16.9K
$2.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.14KNew |
$156K - $177K
|
1.14K
$155K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.13K+ 7.96% |
$154K - $175K
|
15.3K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.13K+ 78.87% |
$154K - $174K
|
2.56K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.09K+ 31.61% |
$148K - $168K
|
4.52K
$612K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.07K+ 0.61% |
$146K - $166K
|
178K
$24.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.04K+ 35.76% |
$141K - $160K
|
3.93K
$532K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
1.03K+ 9.21% |
$141K - $160K
|
12.2K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.03K+ 2.87% |
$140K - $159K
|
36.9K
$4.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.02K+ 0.44% |
$139K - $158K
|
232K
$31.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.02K+ 1354.67% |
$138K - $157K
|
1.09K
$148K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 5.16% |
$138K - $157K
|
20.7K
$2.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1K+ 2.07% |
$136K - $155K
|
49.4K
$6.7M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
990+ 495.0% |
$135K - $153K
|
1.19K
$161K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
989+ 21.89% |
$135K - $153K
|
5.51K
$746K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
985+ 13.62% |
$134K - $152K
|
8.22K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
980+ 1.45% |
$134K - $152K
|
68.4K
$9.27M
|