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 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-24.8K- 64.02% |
$3.38M - $3.84M
|
13.9K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-25K- 99.23% |
$3.41M - $3.87M
|
194
$28.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25.9K- 90.29% |
$3.53M - $4.01M
|
2.79K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-26.4K- 48.98% |
$3.6M - $4.09M
|
27.5K
$4.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-31.1K- 65.65% |
$4.23M - $4.81M
|
16.3K
$2.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-33.6K- 5.51% |
$4.58M - $5.2M
|
576K
$85.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-34.2K- 6.26% |
$4.67M - $5.3M
|
513K
$76.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-34.5K- 29.32% |
$4.7M - $5.33M
|
83.1K
$12.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-35.3K- 40.44% |
$4.81M - $5.46M
|
52K
$7.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-39K- 73.25% |
$5.31M - $6.03M
|
14.2K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.9K- 11.82% |
$6.12M - $6.94M
|
335K
$49.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-48.4K- 9.28% |
$6.59M - $7.48M
|
473K
$70.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-48.8K- 99.75% |
$6.65M - $7.55M
|
124
$18.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-49.2K- 88.72% |
$6.71M - $7.62M
|
6.26K
$930K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50.3K- 31.87% |
$6.86M - $7.79M
|
108K
$16M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-51.9K- 86.86% |
$7.07M - $8.03M
|
7.85K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-59.8K- 77.83% |
$8.15M - $9.26M
|
17K
$2.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-69.8K- 72.09% |
$9.51M - $10.8M
|
27K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-71.2K- 92.9% |
$9.71M - $11M
|
5.45K
$808K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-71.5K- 99.73% |
$9.75M - $11.1M
|
197
$29.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-73.2K- 78.2% |
$9.98M - $11.3M
|
20.4K
$3.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-73.5K- 34.89% |
$10M - $11.4M
|
137K
$20.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-75.4K- 96.8% |
$10.3M - $11.7M
|
2.49K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-104K- 51.5% |
$14.2M - $16.2M
|
98.4K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-106K- 31.57% |
$14.4M - $16.4M
|
229K
$34M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-120K- 69.18% |
$16.4M - $18.6M
|
53.6K
$7.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-143K- 79.8% |
$19.5M - $22.1M
|
36.2K
$5.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-150K- 79.89% |
$20.4M - $23.2M
|
37.7K
$5.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-158K- 72.62% |
$21.5M - $24.4M
|
59.4K
$8.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-159K- 40.77% |
$21.6M - $24.6M
|
231K
$34.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-338K- 60.85% |
$46M - $52.3M
|
217K
$32.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-362K- 49.25% |
$49.3M - $56M
|
373K
$55.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-371K- 19.09% |
$50.6M - $57.4M
|
1.57M
$234M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-444K- 18.52% |
$60.6M - $68.8M
|
1.96M
$290M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-637K- 98.88% |
$86.8M - $98.5M
|
7.21K
$1.07M
|