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
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.71K- 20.29% |
$233K - $264K
|
6.71K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.73K- 1.31% |
$236K - $268K
|
130K
$17.7M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.83K- 36.35% |
$250K - $284K
|
3.21K
$435K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.86K- 41.31% |
$254K - $288K
|
2.65K
$359K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.88K- 21.09% |
$256K - $290K
|
7.02K
$952K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.88K- 30.01% |
$256K - $291K
|
4.38K
$594K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.91K- 22.26% |
$260K - $295K
|
6.66K
$903K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.93K- 8.06% |
$263K - $298K
|
22K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2K- 35.24% |
$273K - $309K
|
3.68K
$498K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.03K- 14.94% |
$277K - $315K
|
11.6K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.05K- 2.33% |
$280K - $317K
|
85.9K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.11K- 5.21% |
$288K - $327K
|
38.4K
$5.21M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.13K- 12.65% |
$290K - $330K
|
14.7K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.15K- 29.96% |
$293K - $333K
|
5.02K
$681K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.15K- 23.68% |
$294K - $333K
|
6.94K
$941K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.17K- 7.42% |
$295K - $335K
|
27K
$3.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.27K- 1.28% |
$309K - $351K
|
176K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 3.55% |
$311K - $353K
|
62K
$8.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.33K- 3.67% |
$318K - $361K
|
61.1K
$8.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.37K- 45.8% |
$322K - $366K
|
2.8K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.38K- 3.6% |
$325K - $369K
|
63.8K
$8.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.41K- 1.91% |
$328K - $372K
|
124K
$16.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.43K- 3.22% |
$331K - $376K
|
73.1K
$9.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.44K- 24.9% |
$332K - $377K
|
7.35K
$996K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.45K- 7.67% |
$334K - $379K
|
29.5K
$4M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 21.57% |
$337K - $383K
|
8.99K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2.48K- 26.58% |
$339K - $384K
|
6.86K
$930K
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.49K- 6.41% |
$339K - $385K
|
36.3K
$4.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.51K- 33.36% |
$341K - $388K
|
5K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.52K- 11.49% |
$343K - $390K
|
19.4K
$2.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.52K- 40.08% |
$344K - $391K
|
3.77K
$512K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.57K- 17.33% |
$351K - $398K
|
12.3K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.57K- 21.84% |
$351K - $398K
|
9.21K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.62K- 35.88% |
$357K - $406K
|
4.69K
$635K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.63K- 8.68% |
$358K - $407K
|
27.6K
$3.75M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.64K- 19.13% |
$360K - $408K
|
11.2K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.69K- 10.56% |
$367K - $416K
|
22.8K
$3.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.7K- 9.66% |
$368K - $418K
|
25.2K
$3.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.73K- 6.79% |
$372K - $422K
|
37.5K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.73K- 57.88% |
$372K - $422K
|
1.99K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.74K- 1.86% |
$374K - $424K
|
145K
$19.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.82K- 7.36% |
$384K - $436K
|
35.4K
$4.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.82K- 8.26% |
$385K - $437K
|
31.3K
$4.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.83K- 11.9% |
$385K - $437K
|
20.9K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-2.9K- 58.59% |
$395K - $449K
|
2.05K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.9K- 32.82% |
$395K - $449K
|
5.94K
$805K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 13.05% |
$402K - $456K
|
19.6K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.96K- 35.99% |
$404K - $458K
|
5.27K
$714K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.06K- 32.39% |
$416K - $473K
|
6.38K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.09K- 3.83% |
$421K - $478K
|
77.5K
$10.5M
|