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 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.7K+ 7.6% |
$367K - $417K
|
38.1K
$5.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2.65K+ 1.88% |
$361K - $410K
|
143K
$20.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.62K+ 1.44% |
$357K - $406K
|
185K
$27M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.55K+ 7.22% |
$347K - $394K
|
37.8K
$5.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.54K+ 3.42% |
$346K - $393K
|
76.7K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.51K+ 7.14% |
$342K - $389K
|
37.7K
$5.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
2.5KNew |
$341K - $387K
|
2.5K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.42KNew |
$330K - $375K
|
2.42K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.42K+ 2.23% |
$330K - $374K
|
111K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.21K+ 53.26% |
$302K - $342K
|
6.37K
$928K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.2K+ 28.06% |
$299K - $340K
|
10K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
2.17K+ 107.33% |
$295K - $335K
|
4.19K
$610K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.14KNew |
$292K - $331K
|
2.14K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.14K+ 13.1% |
$291K - $331K
|
18.5K
$2.69M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
2.12K+ 159.7% |
$289K - $329K
|
3.45K
$503K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.1K+ 36.41% |
$286K - $325K
|
7.87K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.98K+ 25.77% |
$270K - $306K
|
9.66K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.98K+ 16.92% |
$270K - $306K
|
13.7K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.95KNew |
$266K - $302K
|
1.95K
$284K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 1.92% |
$262K - $298K
|
102K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.88K+ 18.32% |
$257K - $291K
|
12.2K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.88K+ 20.47% |
$256K - $291K
|
11.1K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.77K+ 1.69% |
$241K - $274K
|
107K
$15.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
1.76K+ 6.04% |
$239K - $272K
|
30.8K
$4.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.74KNew |
$237K - $269K
|
1.74K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.7KNew |
$232K - $263K
|
1.7K
$248K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 2.27% |
$226K - $257K
|
74.9K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.66K+ 25.62% |
$226K - $257K
|
8.13K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.63K+ 3.74% |
$222K - $252K
|
45.2K
$6.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.62K+ 56.85% |
$221K - $251K
|
4.48K
$652K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.6K+ 17.21% |
$218K - $247K
|
10.9K
$1.59M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.58KNew |
$216K - $245K
|
1.58K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.56KNew |
$213K - $242K
|
1.56K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.54K+ 2.43% |
$210K - $239K
|
65K
$9.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.52K+ 3.46% |
$207K - $235K
|
45.4K
$6.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.47KNew |
$200K - $227K
|
1.47K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
1.45K+ 6.16% |
$198K - $225K
|
25K
$3.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.44K+ 9.47% |
$197K - $223K
|
16.7K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.43K+ 143.3% |
$195K - $222K
|
2.43K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.4K+ 2.17% |
$190K - $216K
|
65.7K
$9.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.36K+ 8.27% |
$185K - $210K
|
17.8K
$2.59M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.33K+ 3.58% |
$181K - $205K
|
38.4K
$5.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.32K+ 5.37% |
$179K - $204K
|
25.8K
$3.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.31K+ 1.85% |
$178K - $202K
|
71.9K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 1.86% |
$178K - $202K
|
71.6K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.3K+ 19.74% |
$177K - $201K
|
7.89K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.26K+ 2.07% |
$172K - $195K
|
62.1K
$9.05M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.25K+ 5.31% |
$170K - $194K
|
24.8K
$3.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.23K+ 8.7% |
$167K - $190K
|
15.3K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.23K+ 52.49% |
$167K - $190K
|
3.56K
$518K
|