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 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.4KNew |
$1.41M - $1.61M
|
10.4K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
10KNew |
$1.36M - $1.55M
|
10K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.9K+ 99.53% |
$1.35M - $1.53M
|
19.8K
$2.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
9.86KNew |
$1.34M - $1.52M
|
9.86K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.56K+ 44.43% |
$1.3M - $1.48M
|
31.1K
$4.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.55K+ 11.34% |
$1.3M - $1.48M
|
93.8K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9.53K+ 11.76% |
$1.3M - $1.47M
|
90.6K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
9.08K+ 18.5% |
$1.24M - $1.4M
|
58.1K
$8.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
9KNew |
$1.23M - $1.39M
|
9K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
8.73KNew |
$1.19M - $1.35M
|
8.73K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.62K+ 7.84% |
$1.17M - $1.33M
|
119K
$17.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
8.37K+ 59.11% |
$1.14M - $1.29M
|
22.5K
$3.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.18KNew |
$1.12M - $1.27M
|
8.18K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.01KNew |
$1.09M - $1.24M
|
8.01K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
7.99K+ 8.43% |
$1.09M - $1.24M
|
103K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.95KNew |
$1.08M - $1.23M
|
7.95K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.95K+ 111.13% |
$1.08M - $1.23M
|
15.1K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
7.79KNew |
$1.06M - $1.21M
|
7.79K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.75K+ 13.32% |
$1.06M - $1.2M
|
65.9K
$9.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
7.52K+ 8.45% |
$1.03M - $1.16M
|
96.6K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.46K+ 9.55% |
$1.02M - $1.15M
|
85.6K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.43K+ 10.98% |
$1.01M - $1.15M
|
75.1K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.41KNew |
$1.01M - $1.15M
|
7.41K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.41KNew |
$1.01M - $1.15M
|
7.41K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
7.31K+ 18.15% |
$997K - $1.13M
|
47.6K
$7.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
7.26KNew |
$989K - $1.12M
|
7.26K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
7KNew |
$954K - $1.08M
|
7K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.93KNew |
$945K - $1.07M
|
6.93K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
6.71K+ 9.88% |
$914K - $1.04M
|
74.5K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.57K+ 12.15% |
$895K - $1.02M
|
60.6K
$9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
6.32KNew |
$862K - $978K
|
6.32K
$939K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
6.28K+ 8.43% |
$856K - $972K
|
80.8K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.1K+ 15.07% |
$831K - $944K
|
46.6K
$6.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.94K+ 55.13% |
$810K - $919K
|
16.7K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
5.83KNew |
$794K - $902K
|
5.83K
$865K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.66K+ 146.24% |
$771K - $876K
|
9.53K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
5.48K+ 5.76% |
$747K - $848K
|
101K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.46K+ 2.44% |
$743K - $844K
|
229K
$34M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.44K+ 24.7% |
$741K - $841K
|
27.5K
$4.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.42K+ 217.4% |
$739K - $839K
|
7.92K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.21K+ 15.36% |
$711K - $807K
|
39.2K
$5.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.16K+ 14.24% |
$704K - $799K
|
41.4K
$6.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
5.15KNew |
$702K - $797K
|
5.15K
$765K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
4.99K+ 7.52% |
$680K - $772K
|
71.4K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.82K+ 337.32% |
$656K - $745K
|
6.25K
$927K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.78K+ 231.13% |
$652K - $740K
|
6.85K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4.75KNew |
$648K - $735K
|
4.75K
$705K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.68K+ 27.93% |
$638K - $725K
|
21.5K
$3.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.68K+ 6.32% |
$638K - $724K
|
78.8K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
4.58KNew |
$623K - $708K
|
4.58K
$679K
|