Purchases and Sales Made in Q4 2024 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

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 27, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
641K
+ 19033.21%
$87.3M - $99.1M
644K $94.4M
Jan 14, 2025 Q4 2024
Alaska Permanent Fund Corp

Juneau, AK
BUY
 -
287K
+ 157.56%
$39.2M - $44.5M
470K $68.9M
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
260K
+ 8.18%
$35.4M - $40.2M
3.43M $503M
Jan 28, 2025 Q4 2024
West End Advisors, LLC

BUY
 -
258K
+ 10.59%
$35.2M - $39.9M
2.69M $395M
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
122K
+ 45.79%
$16.6M - $18.9M
389K $57M
Jan 24, 2025 Q4 2024
Welch Group, LLC

BUY
 -
89.7K
+ 1163.2%
$12.2M - $13.9M
97.4K $14.3M
Jan 22, 2025 Q4 2024
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
55.6K
+ 225.33%
$7.57M - $8.6M
80.2K $11.8M
Jan 22, 2025 Q4 2024
Foundations Investment Advisors, LLC

BUY
 -
54.6K
+ 17.03%
$7.45M - $8.45M
375K $55M
Jan 27, 2025 Q4 2024
Avitas Wealth Management LLC

BUY
 -
51.8K
+ 340.28%
$7.06M - $8.02M
67K $9.82M
Jan 17, 2025 Q4 2024
Madison Park Capital Advisors, LLC

Seattle, WA
BUY
 -
40.2K
+ 1946.83%
$5.48M - $6.23M
42.3K $6.2M
Jan 29, 2025 Q4 2024
Bonfire Financial

Colorado Springs, CO
BUY
 -
34.2K
New
$4.66M - $5.3M
34.2K $5.02M
Jan 22, 2025 Q4 2024
Lebenthal Global Advisors, LLC

BUY
 -
25.5K
New
$3.48M - $3.95M
25.5K $3.74M
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
23.8K
+ 148.03%
$3.25M - $3.69M
39.9K $5.85M
Jan 22, 2025 Q4 2024
Steel Peak Wealth Management LLC

BUY
 -
22.2K
+ 57.48%
$3.02M - $3.43M
60.7K $8.89M
Jan 17, 2025 Q4 2024
Lake Hills Wealth Management, LLC

BUY
 -
20.3K
+ 89.94%
$2.76M - $3.14M
42.8K $6.27M
Jan 06, 2025 Q4 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
20.1K
+ 23.49%
$2.74M - $3.11M
106K $15.5M
Jan 28, 2025 Q4 2024
Fairvoy Private Wealth, LLC

Birmingham, AL
BUY
 -
19.7K
New
$2.69M - $3.05M
19.7K $2.89M
Jan 29, 2025 Q4 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
19.7K
+ 36.19%
$2.68M - $3.05M
74.1K $10.9M
Jan 21, 2025 Q4 2024
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
18.8K
+ 32.06%
$2.57M - $2.91M
77.6K $11.4M
Jan 13, 2025 Q4 2024
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
18.4K
+ 312.94%
$2.51M - $2.84M
24.3K $3.55M
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
16.6K
New
$2.27M - $2.58M
16.6K $2.44M
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
15.7K
+ 14.79%
$2.14M - $2.43M
122K $17.9M
Jan 08, 2025 Q4 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
15.2K
New
$2.07M - $2.35M
15.2K $2.23M
Jan 16, 2025 Q4 2024
Alpha Cubed Investments, LLC

BUY
 -
15.1K
+ 423.45%
$2.06M - $2.34M
18.7K $2.74M
Jan 24, 2025 Q4 2024
Columbus Macro, LLC

BUY
 -
15K
+ 416.49%
$2.05M - $2.32M
18.6K $2.73M
Jan 24, 2025 Q4 2024
Davenport & CO LLC

BUY
 -
14.9K
+ 11.12%
$2.03M - $2.31M
149K $21.8M
Jan 13, 2025 Q4 2024
Capital Investment Advisors, LLC

BUY
 -
13.1K
+ 2.39%
$1.78M - $2.03M
561K $82.2M
Jan 06, 2025 Q4 2024
Silverleafe Capital Partners, LLC

Memphis, TN
BUY
 -
13.1K
+ 19.66%
$1.78M - $2.02M
79.5K $11.6M
Jan 14, 2025 Q4 2024
Founders Grove Wealth Partners, LLC

Richmond, VA
BUY
 -
12.9K
New
$1.76M - $2M
12.9K $1.89M
Jan 23, 2025 Q4 2024
Colton Groome Financial Advisors, LLC

BUY
 -
12.7K
+ 100.76%
$1.72M - $1.96M
25.2K $3.69M
Jan 15, 2025 Q4 2024
Krilogy Financial LLC

BUY
 -
12.2K
+ 8.86%
$1.67M - $1.89M
150K $22M
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
12K
+ 6.61%
$1.64M - $1.86M
194K $28.4M
Jan 22, 2025 Q4 2024
Union Bancaire Privee, Ubp Sa

Geneva 1, V8
BUY
 -
11.4K
New
$1.56M - $1.77M
11.4K $1.67M
Jan 22, 2025 Q4 2024
Strategic Wealth Investment Group, LLC

BUY
 -
11.2K
New
$1.52M - $1.73M
11.2K $1.64M
Jan 22, 2025 Q4 2024
Apexium Financial, LP

BUY
 -
11.1K
+ 54.54%
$1.51M - $1.72M
31.4K $4.6M
Jan 23, 2025 Q4 2024
Sea Bridge Investment Advisors LLC

BUY
 -
10.8K
New
$1.47M - $1.67M
10.8K $1.58M
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
10.4K
New
$1.41M - $1.61M
10.4K $1.52M
Jan 28, 2025 Q4 2024
Blb&B Advisors, LLC

BUY
 -
10K
New
$1.36M - $1.55M
10K $1.47M
Jan 13, 2025 Q4 2024
Fny Investment Advisers, LLC

BUY
 -
9.86K
New
$1.34M - $1.52M
9.86K $1.44M
Jan 27, 2025 Q4 2024
Long Run Wealth Advisors, LLC

BUY
 -
9.53K
+ 11.76%
$1.3M - $1.47M
90.6K $13.3M
Jan 13, 2025 Q4 2024
Kwmg, LLC

BUY
 -
9.08K
+ 18.5%
$1.24M - $1.4M
58.1K $8.52M
Jan 21, 2025 Q4 2024
Stablepoint Partners, LLC

Braintree, MA
BUY
 -
9K
New
$1.23M - $1.39M
9K $1.32M
Jan 14, 2025 Q4 2024
Flywheel Private Wealth LLC

Los Altos, CA
BUY
 -
8.73K
New
$1.19M - $1.35M
8.73K $1.28M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
8.62K
+ 7.84%
$1.17M - $1.33M
119K $17.4M
Jan 21, 2025 Q4 2024
Cx Institutional

BUY
 -
8.37K
+ 59.11%
$1.14M - $1.29M
22.5K $3.3M
Jan 28, 2025 Q4 2024
Mezzasalma Advisors, LLC

BUY
 -
8.18K
New
$1.12M - $1.27M
8.18K $1.2M
Jan 29, 2025 Q4 2024
Equitable Trust CO

BUY
 -
8.01K
New
$1.09M - $1.24M
8.01K $1.17M
Jan 24, 2025 Q4 2024
Prudent Investors Network, Inc.

Lake Forest, CA
BUY
 -
7.99K
+ 8.43%
$1.09M - $1.24M
103K $15.1M
Jan 28, 2025 Q4 2024
Empowered Funds, LLC

BUY
 -
7.95K
New
$1.08M - $1.23M
7.95K $1.17M

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