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 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-68- 0.93% |
$9.27K - $10.5K
|
7.28K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-70- 1.93% |
$9.54K - $10.8K
|
3.55K
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-70- 1.34% |
$9.54K - $10.8K
|
5.15K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-70- 2.16% |
$9.54K - $10.8K
|
3.18K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-70- 1.54% |
$9.54K - $10.8K
|
4.48K
$652K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-75- 0.67% |
$10.2K - $11.6K
|
11.2K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-76- 4.66% |
$10.4K - $11.8K
|
1.55K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-83- 0.07% |
$11.3K - $12.8K
|
126K
$18.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-86- 15.28% |
$11.7K - $13.3K
|
477
$69.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-87- 5.08% |
$11.9K - $13.5K
|
1.63K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-89- 5.46% |
$12.1K - $13.8K
|
1.54K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-90- 7.36% |
$12.3K - $13.9K
|
1.13K
$165K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-91- 1.32% |
$12.4K - $14.1K
|
6.8K
$990K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-93- 4.73% |
$12.7K - $14.4K
|
1.87K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-93- 35.36% |
$12.7K - $14.4K
|
170
$24.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-100- 20.16% |
$13.6K - $15.5K
|
396
$57.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-101- 0.55% |
$13.8K - $15.6K
|
18.2K
$2.65M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-104- 2.24% |
$14.2K - $16.1K
|
4.54K
$661K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-113- 1.51% |
$15.4K - $17.5K
|
7.35K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-122- 0.96% |
$16.6K - $18.9K
|
12.5K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-123- 0.58% |
$16.8K - $19K
|
21.1K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-131- 1.27% |
$17.9K - $20.3K
|
10.2K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-138- 5.94% |
$18.8K - $21.4K
|
2.19K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-142- 50.0% |
$19.4K - $22K
|
142
$20.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-145- 5.74% |
$19.8K - $22.4K
|
2.38K
$347K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-146- 3.75% |
$19.9K - $22.6K
|
3.75K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-153- 8.64% |
$20.9K - $23.7K
|
1.62K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-155- 48.74% |
$21.1K - $24K
|
163
$23.7K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-158- 3.58% |
$21.5K - $24.4K
|
4.26K
$620K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-162- 0.75% |
$22.1K - $25.1K
|
21.5K
$3.13M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-163- 1.32% |
$22.2K - $25.2K
|
12.1K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-170- 0.88% |
$23.2K - $26.3K
|
19.2K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-176- 4.67% |
$24K - $27.2K
|
3.6K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-178- 4.86% |
$24.3K - $27.5K
|
3.49K
$508K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-182- 47.15% |
$24.8K - $28.2K
|
204
$29.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-185- 11.4% |
$25.2K - $28.6K
|
1.44K
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-189- 1.72% |
$25.8K - $29.2K
|
10.8K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-192- 72.45% |
$26.2K - $29.7K
|
73
$10.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-198- 0.98% |
$27K - $30.6K
|
19.9K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-200- 19.94% |
$27.3K - $30.9K
|
803
$117K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-205- 3.3% |
$27.9K - $31.7K
|
6.01K
$876K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-207- 5.69% |
$28.2K - $32K
|
3.43K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-215- 1.33% |
$29.3K - $33.3K
|
16K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-218- 1.59% |
$29.7K - $33.7K
|
13.5K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-232- 3.64% |
$31.6K - $35.9K
|
6.15K
$895K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-233- 1.52% |
$31.8K - $36.1K
|
15.1K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-235- 13.62% |
$32K - $36.4K
|
1.49K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-237- 3.56% |
$32.3K - $36.7K
|
6.42K
$935K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-247- 2.66% |
$33.7K - $38.2K
|
9.03K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-260- 1.95% |
$35.4K - $40.2K
|
13K
$1.9M
|