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 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
412+ 5.98% |
$56.1K - $63.8K
|
7.31K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
408+ 10.9% |
$55.6K - $63.1K
|
4.15K
$610K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
405+ 17.38% |
$55.2K - $62.7K
|
2.74K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
402+ 5.39% |
$54.8K - $62.2K
|
7.87K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
402+ 15.41% |
$54.8K - $62.2K
|
3.01K
$443K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
401+ 2.45% |
$54.6K - $62.1K
|
16.8K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
401+ 0.97% |
$54.6K - $62.1K
|
41.7K
$6.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
399+ 16.35% |
$54.4K - $61.7K
|
2.84K
$417K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
399+ 1.47% |
$54.4K - $61.7K
|
27.5K
$4.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
391+ 0.74% |
$53.3K - $60.5K
|
53K
$7.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
386+ 13.98% |
$52.6K - $59.7K
|
3.15K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
380+ 0.86% |
$51.8K - $58.8K
|
44.5K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
379+ 8.18% |
$51.7K - $58.6K
|
5.01K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
377+ 3.51% |
$51.4K - $58.3K
|
11.1K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
375+ 4.48% |
$51.1K - $58K
|
8.74K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
375+ 7.91% |
$51.1K - $58K
|
5.11K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
375+ 0.76% |
$51.1K - $58K
|
49.7K
$7.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
370+ 1.31% |
$50.4K - $57.3K
|
28.6K
$4.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
366New |
$49.9K - $56.6K
|
366
$53.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
366+ 19.74% |
$49.9K - $56.6K
|
2.22K
$326K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
365+ 6.98% |
$49.7K - $56.5K
|
5.59K
$822K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
360+ 3.57% |
$49.1K - $55.7K
|
10.5K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
360+ 16.72% |
$49.1K - $55.7K
|
2.51K
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
354+ 4.58% |
$48.2K - $54.8K
|
8.08K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
349+ 17.49% |
$47.6K - $54K
|
2.34K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
346+ 8.65% |
$47.2K - $53.5K
|
4.35K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
345+ 22.0% |
$47K - $53.4K
|
1.91K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
337+ 5.27% |
$45.9K - $52.1K
|
6.73K
$989K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
332+ 7.43% |
$45.2K - $51.4K
|
4.8K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
330+ 3.19% |
$45K - $51.1K
|
10.7K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
323+ 8.88% |
$44K - $50K
|
3.96K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
320+ 1777.78% |
$43.6K - $49.5K
|
338
$49.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
319New |
$43.5K - $49.4K
|
319
$46.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
318+ 23.01% |
$43.3K - $49.2K
|
1.7K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
315+ 6.06% |
$42.9K - $48.7K
|
5.51K
$810K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
313+ 2.11% |
$42.7K - $48.4K
|
15.2K
$2.23M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
312+ 21.89% |
$42.5K - $48.3K
|
1.74K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
311New |
$42.4K - $48.1K
|
311
$45.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
308+ 13.03% |
$42K - $47.7K
|
2.67K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
307+ 7.64% |
$41.8K - $47.5K
|
4.33K
$636K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
301+ 20.24% |
$41K - $46.6K
|
1.79K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 8.5% |
$40.9K - $46.4K
|
3.83K
$563K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
300+ 47.77% |
$40.9K - $46.4K
|
928
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
300+ 100.0% |
$40.9K - $46.4K
|
600
$88.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
299+ 13.34% |
$40.7K - $46.3K
|
2.54K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
284+ 15.09% |
$38.7K - $43.9K
|
2.17K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
279+ 9.26% |
$38K - $43.2K
|
3.29K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
276+ 4.31% |
$37.6K - $42.7K
|
6.69K
$983K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
274+ 3.87% |
$37.3K - $42.4K
|
7.36K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
273+ 2.69% |
$37.2K - $42.2K
|
10.4K
$1.53M
|