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 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.78% |
$136 - $155
|
130
$19.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1+ 0.04% |
$136 - $155
|
2.52K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1+ 0.01% |
$136 - $155
|
11.4K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.23% |
$136 - $155
|
431
$64K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.34% |
$136 - $155
|
291
$43.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$136 - $155
|
3.03K
$450K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.32% |
$136 - $155
|
310
$46K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.41% |
$136 - $155
|
247
$36.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.41% |
$136 - $155
|
246
$36.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1+ 0.04% |
$136 - $155
|
2.79K
$414K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1+ 0.03% |
$136 - $155
|
2.97K
$441K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.08% |
$136 - $155
|
1.18K
$176K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $155
|
1.97K
$292K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1- 0.04% |
$136 - $155
|
2.28K
$338K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3- 0.04% |
$409 - $464
|
7.21K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-5- 0.15% |
$681 - $774
|
3.33K
$495K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-5- 0.16% |
$681 - $774
|
3.08K
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-7- 3.74% |
$954 - $1.08K
|
180
$26.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-7- 0.18% |
$954 - $1.08K
|
3.86K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8- 0.31% |
$1.09K - $1.24K
|
2.61K
$387K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-9- 1.28% |
$1.23K - $1.39K
|
696
$103K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-9- 0.17% |
$1.23K - $1.39K
|
5.39K
$800K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10- 0.24% |
$1.36K - $1.55K
|
4.24K
$629K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-12- 7.79% |
$1.64K - $1.86K
|
142
$21.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-13- 0.71% |
$1.77K - $2.01K
|
1.82K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 26.42% |
$1.91K - $2.17K
|
39
$5.79K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-17- 0.3% |
$2.32K - $2.63K
|
5.66K
$840K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-18- 0.17% |
$2.45K - $2.79K
|
10.6K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-21- 0.05% |
$2.86K - $3.25K
|
40.5K
$6M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-21- 0.43% |
$2.86K - $3.25K
|
4.91K
$729K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-23- 1.46% |
$3.13K - $3.56K
|
1.55K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 1.91% |
$3.13K - $3.56K
|
1.18K
$175K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-23- 0.48% |
$3.13K - $3.56K
|
4.77K
$708K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-28- 0.87% |
$3.82K - $4.33K
|
3.17K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-28- 0.11% |
$3.82K - $4.33K
|
25.1K
$3.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-30- 1.23% |
$4.09K - $4.64K
|
2.42K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-32- 28.32% |
$4.36K - $4.95K
|
81
$12K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-35- 0.88% |
$4.77K - $5.42K
|
3.96K
$588K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-35- 0.51% |
$4.77K - $5.42K
|
6.78K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-35- 0.68% |
$4.77K - $5.42K
|
5.14K
$763K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-36- 0.97% |
$4.91K - $5.57K
|
3.67K
$544K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-38- 0.67% |
$5.18K - $5.88K
|
5.63K
$836K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-38- 0.25% |
$5.18K - $5.88K
|
15.2K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-40- 0.64% |
$5.45K - $6.19K
|
6.18K
$917K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-42- 2.3% |
$5.72K - $6.5K
|
1.78K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-47- 42.73% |
$6.41K - $7.27K
|
63
$9.35K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-48- 0.19% |
$6.54K - $7.43K
|
24.9K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-48- 1.22% |
$6.54K - $7.43K
|
3.87K
$575K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-49- 0.82% |
$6.68K - $7.58K
|
5.95K
$884K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-50- 2.41% |
$6.81K - $7.74K
|
2.02K
$300K
|