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 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-639- 4.01% |
$87.1K - $98.9K
|
15.3K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-640- 19.04% |
$87.2K - $99K
|
2.72K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-647- 29.34% |
$88.2K - $100K
|
1.56K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-649- 14.74% |
$88.4K - $100K
|
3.76K
$557K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-653- 20.09% |
$89K - $101K
|
2.6K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-655- 5.36% |
$89.3K - $101K
|
11.6K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-659- 18.83% |
$89.8K - $102K
|
2.84K
$422K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-666- 5.43% |
$90.8K - $103K
|
11.6K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-675- 4.31% |
$92K - $104K
|
15K
$2.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-676- 5.71% |
$92.1K - $105K
|
11.2K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-679- 8.89% |
$92.5K - $105K
|
6.96K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-684- 24.13% |
$93.2K - $106K
|
2.15K
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-700- 9.65% |
$95.4K - $108K
|
6.56K
$973K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-713- 3.66% |
$97.2K - $110K
|
18.8K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-713- 49.58% |
$97.2K - $110K
|
725
$108K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-773- 4.08% |
$105K - $120K
|
18.2K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-773- 3.59% |
$105K - $120K
|
20.8K
$3.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-776- 10.91% |
$106K - $120K
|
6.34K
$941K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-780- 3.77% |
$106K - $121K
|
19.9K
$2.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-787- 14.41% |
$107K - $122K
|
4.67K
$694K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-794- 3.85% |
$108K - $123K
|
19.9K
$2.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-807- 35.24% |
$110K - $125K
|
1.48K
$220K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-817- 12.45% |
$111K - $126K
|
5.74K
$853K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-839- 16.09% |
$114K - $130K
|
4.37K
$649K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-854- 28.93% |
$116K - $132K
|
2.1K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-880- 3.87% |
$120K - $136K
|
21.9K
$3.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-890- 90.63% |
$121K - $138K
|
92
$13.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-901- 5.48% |
$123K - $139K
|
15.5K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-903- 7.87% |
$123K - $140K
|
10.6K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-910- 2.87% |
$124K - $141K
|
30.8K
$4.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-919- 11.19% |
$125K - $142K
|
7.29K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-926- 0.61% |
$126K - $143K
|
151K
$22.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-943- 15.45% |
$129K - $146K
|
5.16K
$766K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-944- 35.74% |
$129K - $146K
|
1.7K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-947- 8.15% |
$129K - $147K
|
10.7K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-971- 0.41% |
$132K - $150K
|
236K
$35M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-990- 83.19% |
$135K - $153K
|
200
$29.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-990- 4.72% |
$135K - $153K
|
20K
$2.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.01K- 5.25% |
$138K - $157K
|
18.3K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.09K- 4.67% |
$149K - $169K
|
22.3K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.09K- 8.12% |
$149K - $169K
|
12.4K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.1K- 24.05% |
$149K - $169K
|
3.46K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.1K- 78.57% |
$150K - $170K
|
300
$44.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.11K- 5.57% |
$151K - $171K
|
18.8K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.26K- 0.04% |
$172K - $195K
|
2.91M
$432M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.31K- 3.6% |
$178K - $202K
|
35K
$5.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.31K- 3.08% |
$178K - $202K
|
41.1K
$6.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.31K- 39.19% |
$179K - $203K
|
2.03K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.33K- 0.91% |
$181K - $205K
|
145K
$21.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.34K- 2.54% |
$183K - $208K
|
51.5K
$7.65M
|