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 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
480+ 9.03% |
$65.4K - $74.3K
|
5.79K
$786K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
464+ 2.05% |
$63.2K - $71.8K
|
23.1K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
460+ 0.58% |
$62.7K - $71.2K
|
79.7K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
459+ 43.42% |
$62.6K - $71K
|
1.52K
$206K
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
459+ 1.86% |
$62.6K - $71K
|
25.1K
$3.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
451+ 10.95% |
$61.5K - $69.8K
|
4.57K
$619K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
448+ 7.58% |
$61.1K - $69.3K
|
6.36K
$862K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
448New |
$61.1K - $69.3K
|
448
$60.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
443+ 0.6% |
$60.4K - $68.5K
|
74.7K
$10.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
441+ 0.78% |
$60.1K - $68.2K
|
57.3K
$7.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
440+ 8.01% |
$60K - $68.1K
|
5.94K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
436+ 23.04% |
$59.4K - $67.5K
|
2.33K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
432+ 236.07% |
$58.9K - $66.8K
|
615
$83.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
430+ 3.63% |
$58.6K - $66.5K
|
12.3K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
427+ 34.38% |
$58.2K - $66.1K
|
1.67K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
425+ 13.45% |
$57.9K - $65.8K
|
3.58K
$486K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
424+ 16.03% |
$57.8K - $65.6K
|
3.07K
$416K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
423New |
$57.6K - $65.5K
|
423
$57.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
421+ 23.39% |
$57.4K - $65.1K
|
2.22K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
415+ 11.74% |
$56.6K - $64.2K
|
3.95K
$536K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
412+ 5.98% |
$56.1K - $63.8K
|
7.31K
$991K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
408+ 10.9% |
$55.6K - $63.1K
|
4.15K
$563K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
405+ 17.38% |
$55.2K - $62.7K
|
2.74K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
402+ 5.39% |
$54.8K - $62.2K
|
7.87K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
402+ 15.41% |
$54.8K - $62.2K
|
3.01K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
401+ 2.45% |
$54.6K - $62.1K
|
16.8K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
401+ 0.97% |
$54.6K - $62.1K
|
41.7K
$5.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
399+ 16.35% |
$54.4K - $61.7K
|
2.84K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
399+ 1.47% |
$54.4K - $61.7K
|
27.5K
$3.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
391+ 0.74% |
$53.3K - $60.5K
|
53K
$7.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
386+ 13.98% |
$52.6K - $59.7K
|
3.15K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
380+ 0.86% |
$51.8K - $58.8K
|
44.5K
$6.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
379+ 8.18% |
$51.7K - $58.6K
|
5.01K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
377+ 3.51% |
$51.4K - $58.3K
|
11.1K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
375+ 4.48% |
$51.1K - $58K
|
8.74K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
375+ 7.91% |
$51.1K - $58K
|
5.11K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
375+ 0.76% |
$51.1K - $58K
|
49.7K
$6.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
370+ 1.31% |
$50.4K - $57.3K
|
28.6K
$3.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
366New |
$49.9K - $56.6K
|
366
$49.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
366+ 19.74% |
$49.9K - $56.6K
|
2.22K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
365+ 6.98% |
$49.7K - $56.5K
|
5.59K
$759K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
360+ 3.57% |
$49.1K - $55.7K
|
10.5K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
360+ 16.72% |
$49.1K - $55.7K
|
2.51K
$341K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
354+ 4.58% |
$48.2K - $54.8K
|
8.08K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
349+ 17.49% |
$47.6K - $54K
|
2.34K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
346+ 8.65% |
$47.2K - $53.5K
|
4.35K
$589K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
345+ 22.0% |
$47K - $53.4K
|
1.91K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
337+ 5.27% |
$45.9K - $52.1K
|
6.73K
$912K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
332+ 7.43% |
$45.2K - $51.4K
|
4.8K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
330+ 3.19% |
$45K - $51.1K
|
10.7K
$1.45M
|