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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
112+ 0.38% |
$15.3K - $17.3K
|
29.4K
$4.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 7.12% |
$14.9K - $16.9K
|
1.64K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
107+ 5.29% |
$14.6K - $16.6K
|
2.13K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
106+ 2.65% |
$14.4K - $16.4K
|
4.1K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
105+ 1.03% |
$14.3K - $16.2K
|
10.3K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
105+ 2.34% |
$14.3K - $16.2K
|
4.58K
$671K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
102+ 0.36% |
$13.9K - $15.8K
|
28.1K
$4.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
90+ 6.28% |
$12.3K - $13.9K
|
1.52K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
88+ 0.2% |
$12K - $13.6K
|
43.1K
$6.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
85+ 5.9% |
$11.6K - $13.2K
|
1.53K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
82+ 0.78% |
$11.2K - $12.7K
|
10.5K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
79New |
$10.8K - $12.2K
|
79
$11.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
75+ 3.81% |
$10.2K - $11.6K
|
2.04K
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
74New |
$10.1K - $11.5K
|
74
$10.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
74+ 1.99% |
$10.1K - $11.5K
|
3.79K
$555K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
72+ 6.38% |
$9.81K - $11.1K
|
1.2K
$176K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
70+ 10.22% |
$9.54K - $10.8K
|
755
$111K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
67+ 0.73% |
$9.13K - $10.4K
|
9.28K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
65+ 0.27% |
$8.86K - $10.1K
|
23.8K
$3.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
65New |
$8.86K - $10.1K
|
65
$9.52K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
62+ 387.5% |
$8.45K - $9.59K
|
78
$11.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
62+ 0.19% |
$8.45K - $9.59K
|
32.5K
$4.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
60+ 3.17% |
$8.18K - $9.28K
|
1.95K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
59+ 1.49% |
$8.04K - $9.13K
|
4.03K
$590K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
58+ 4.45% |
$7.9K - $8.97K
|
1.36K
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 0.17% |
$7.09K - $8.05K
|
31.2K
$4.57M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
51+ 1.57% |
$6.95K - $7.89K
|
3.3K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
51+ 1.08% |
$6.95K - $7.89K
|
4.77K
$699K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
46+ 12.17% |
$6.27K - $7.12K
|
424
$62.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
45New |
$6.13K - $6.96K
|
45
$6.59K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
40+ 0.96% |
$5.45K - $6.19K
|
4.19K
$614K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
38+ 0.1% |
$5.18K - $5.88K
|
38.7K
$5.66M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
38+ 2.61% |
$5.18K - $5.88K
|
1.49K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
37+ 0.48% |
$5.04K - $5.73K
|
7.79K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
34+ 1.2% |
$4.63K - $5.26K
|
2.86K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
34+ 0.86% |
$4.63K - $5.26K
|
3.98K
$583K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
31+ 0.03% |
$4.22K - $4.8K
|
100K
$14.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
30+ 0.92% |
$4.09K - $4.64K
|
3.28K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
30+ 0.33% |
$4.09K - $4.64K
|
9.05K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
28New |
$3.82K - $4.33K
|
28
$4.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
28+ 0.13% |
$3.82K - $4.33K
|
21.4K
$3.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 1.41% |
$3.68K - $4.18K
|
1.94K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
27New |
$3.68K - $4.18K
|
27
$3.95K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
24+ 0.58% |
$3.27K - $3.71K
|
4.14K
$606K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
24+ 0.44% |
$3.27K - $3.71K
|
5.47K
$800K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
24+ 2.34% |
$3.27K - $3.71K
|
1.05K
$154K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
24+ 8.0% |
$3.27K - $3.71K
|
324
$47.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20+ 7.02% |
$2.73K - $3.09K
|
305
$44.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
20+ 6.39% |
$2.73K - $3.09K
|
333
$48.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
18+ 0.41% |
$2.45K - $2.79K
|
4.45K
$652K
|