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 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.64K- 9.05% |
$495K - $562K
|
36.5K
$5.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.74K- 4.05% |
$510K - $579K
|
88.8K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3.78K- 9.68% |
$515K - $585K
|
35.3K
$5.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.11K- 36.28% |
$560K - $636K
|
7.21K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.16K- 5.08% |
$567K - $644K
|
77.7K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.16K- 26.79% |
$567K - $644K
|
11.4K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.31K- 13.04% |
$588K - $667K
|
28.7K
$4.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-4.43K- 20.44% |
$604K - $686K
|
17.3K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.54K- 22.31% |
$618K - $702K
|
15.8K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.55K- 24.84% |
$620K - $705K
|
13.8K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-4.6K- 4.75% |
$627K - $712K
|
92.3K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.71K- 14.66% |
$642K - $729K
|
27.4K
$4.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.73K- 40.75% |
$644K - $731K
|
6.87K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.01K- 28.79% |
$683K - $776K
|
12.4K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-5.38K- 27.6% |
$733K - $832K
|
14.1K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.5K- 5.59% |
$750K - $852K
|
92.9K
$13.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.68K- 26.75% |
$773K - $878K
|
15.5K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-5.79K- 5.06% |
$789K - $896K
|
109K
$16.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-5.79K- 43.25% |
$789K - $896K
|
7.6K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.85K- 4.07% |
$798K - $906K
|
138K
$20.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.01K- 17.98% |
$819K - $930K
|
27.4K
$4.07M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.05K- 20.69% |
$824K - $936K
|
23.2K
$3.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-6.15K- 41.92% |
$838K - $951K
|
8.52K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.57K- 40.15% |
$895K - $1.02M
|
9.79K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-6.7K- 65.31% |
$913K - $1.04M
|
3.56K
$528K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7.43K- 27.2% |
$1.01M - $1.15M
|
19.9K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.5K- 99.91% |
$1.02M - $1.16M
|
7
$1.04K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-7.51K- 22.28% |
$1.02M - $1.16M
|
26.2K
$3.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-7.57K- 29.52% |
$1.03M - $1.17M
|
18.1K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-7.74K- 9.51% |
$1.05M - $1.2M
|
73.6K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-7.91K- 9.19% |
$1.08M - $1.22M
|
78.1K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-9.29K- 72.09% |
$1.27M - $1.44M
|
3.6K
$534K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.8K- 15.18% |
$1.33M - $1.52M
|
54.7K
$8.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-9.99K- 4.56% |
$1.36M - $1.55M
|
209K
$31M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-10.2K- 92.62% |
$1.39M - $1.58M
|
813
$121K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-11.1K- 20.07% |
$1.52M - $1.72M
|
44.4K
$6.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11.3K- 5.33% |
$1.53M - $1.74M
|
200K
$29.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-11.6K- 42.68% |
$1.58M - $1.79M
|
15.5K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
SELL
|
- |
-11.9K- 41.18% |
$1.62M - $1.84M
|
17K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 10.02% |
$1.68M - $1.91M
|
111K
$16.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-14.4K- 53.96% |
$1.97M - $2.23M
|
12.3K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-14.8K- 69.14% |
$2.02M - $2.3M
|
6.63K
$983K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-15.3K- 85.05% |
$2.08M - $2.36M
|
2.68K
$398K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-15.3K- 51.68% |
$2.09M - $2.37M
|
14.3K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-16.1K- 86.01% |
$2.2M - $2.49M
|
2.62K
$389K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.5K- 9.67% |
$2.39M - $2.72M
|
164K
$24.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-20.2K- 60.01% |
$2.76M - $3.13M
|
13.5K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-21K- 93.93% |
$2.86M - $3.25M
|
1.36K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-22.3K- 88.47% |
$3.04M - $3.45M
|
2.91K
$432K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-24.7K- 78.67% |
$3.37M - $3.83M
|
6.71K
$995K
|