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 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.17K+ 14.79% |
$160K - $181K
|
9.09K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.17KNew |
$159K - $181K
|
1.17K
$170K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.13K+ 78.87% |
$154K - $174K
|
2.56K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.09K+ 31.61% |
$148K - $168K
|
4.52K
$658K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
1.03K+ 9.21% |
$141K - $160K
|
12.2K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.03K+ 2.87% |
$140K - $159K
|
36.9K
$5.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.02K+ 0.44% |
$139K - $158K
|
232K
$33.8M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
990+ 495.0% |
$135K - $153K
|
1.19K
$173K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
989+ 21.89% |
$135K - $153K
|
5.51K
$802K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
980+ 1.45% |
$134K - $152K
|
68.4K
$9.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
976+ 9.13% |
$133K - $151K
|
11.7K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
945+ 0.71% |
$129K - $146K
|
134K
$19.5M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
871+ 1.64% |
$119K - $135K
|
54K
$7.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
834+ 5.2% |
$114K - $129K
|
16.9K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
831+ 9.8% |
$113K - $129K
|
9.31K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
804+ 3.01% |
$110K - $124K
|
27.5K
$4.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
795+ 0.52% |
$108K - $123K
|
154K
$22.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
748+ 2.17% |
$102K - $116K
|
35.2K
$5.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
733+ 7.96% |
$99.9K - $113K
|
9.94K
$1.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
723+ 46.26% |
$98.5K - $112K
|
2.29K
$333K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
722+ 11.9% |
$98.4K - $112K
|
6.79K
$989K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
722+ 3.07% |
$98.4K - $112K
|
24.3K
$3.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
720+ 258.06% |
$98.1K - $111K
|
999
$146K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
678+ 14.22% |
$92.4K - $105K
|
5.45K
$793K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
650+ 11.52% |
$88.6K - $101K
|
6.29K
$917K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
643+ 23.13% |
$87.6K - $99.5K
|
3.42K
$499K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
638+ 29.09% |
$86.9K - $98.7K
|
2.83K
$412K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
637+ 9.12% |
$86.8K - $98.6K
|
7.62K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
630+ 5.32% |
$85.9K - $97.5K
|
12.5K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
630+ 1.94% |
$85.9K - $97.5K
|
33K
$4.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
628+ 3.46% |
$85.6K - $97.2K
|
18.8K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
579+ 3.89% |
$78.9K - $89.6K
|
15.5K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
574+ 1.88% |
$78.2K - $88.8K
|
31.1K
$4.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
548+ 11.67% |
$74.7K - $84.8K
|
5.24K
$764K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
539+ 2.0% |
$73.5K - $83.4K
|
27.4K
$4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
515+ 3.49% |
$70.2K - $79.7K
|
15.3K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
508+ 34.94% |
$69.2K - $78.6K
|
1.96K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
506+ 176.92% |
$69K - $78.3K
|
792
$115K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
506+ 2.12% |
$69K - $78.3K
|
24.4K
$3.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
506+ 12.35% |
$69K - $78.3K
|
4.6K
$671K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
492+ 4.3% |
$67K - $76.1K
|
11.9K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
492+ 11.03% |
$67K - $76.1K
|
4.95K
$721K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
487+ 5.53% |
$66.4K - $75.4K
|
9.3K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
486+ 55.93% |
$66.2K - $75.2K
|
1.36K
$197K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
460+ 0.58% |
$62.7K - $71.2K
|
79.7K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
459+ 43.42% |
$62.6K - $71K
|
1.52K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
451+ 10.95% |
$61.5K - $69.8K
|
4.57K
$665K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
448+ 7.58% |
$61.1K - $69.3K
|
6.36K
$926K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
441+ 0.78% |
$60.1K - $68.2K
|
57.3K
$8.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
427+ 34.38% |
$58.2K - $66.1K
|
1.67K
$243K
|