Strategic Wealth Partners, Ltd. Select Sector Spdr Fund Health Transaction History

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 5,366 shares of XLV stock, worth $776,996. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,366
Previous 1,468 265.53%
Holding current value
$776,996
Previous $226,000 226.55%
% of portfolio
0.07%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$136.28 - $154.74 $531,219 - $603,176
3,898 Added 265.53%
5,366 $738,000
Q3 2024

Oct 08, 2024
SELL
$143.3 - $157.24 $17,482 - $19,183
-122 Reduced 7.67%
1,468 $226,000
Q2 2024

Oct 08, 2024
SELL
$138.43 - $147.09 $22,287 - $23,681
-161 Reduced 9.19%
1,590 $231,000
Q1 2024

May 20, 2024
BUY
$138.48 - $147.86 $38,082 - $40,661
275 Added 18.63%
1,751 $258,000
Q4 2023

May 20, 2024
BUY
$123.14 - $136.38 $181,754 - $201,296
1,476 New
1,476 $201,000
Q1 2023

Apr 24, 2023
SELL
$124.15 - $135.82 $207,206 - $226,683
-1,669 Closed
0 $0
Q4 2022

Apr 24, 2023
SELL
$121.85 - $140.1 $230,783 - $265,349
-1,894 Reduced 53.16%
1,669 $226,000
Q3 2022

Apr 24, 2023
BUY
$121.11 - $134.29 $431,514 - $478,475
3,563 New
3,563 $0
Q4 2019

Jan 30, 2020
SELL
$87.95 - $103.11 $26,385 - $30,933
-300 Closed
0 $0
Q3 2019

Oct 28, 2019
SELL
$89.33 - $92.0 $12,327 - $12,696
-138 Reduced 31.51%
300 $26,000
Q2 2019

Aug 06, 2019
SELL
N/A
-135 Reduced 23.56%
438 $40,000
Q1 2019

May 14, 2019
BUY
N/A
209 Added 57.42%
573 $52,000
Q4 2018

Jan 24, 2019
BUY
N/A
15 Added 4.3%
364 $0
Q3 2018

Dec 06, 2018
BUY
N/A
11 Added 3.25%
349 $33,000
Q2 2018

Sep 04, 2018
SELL
N/A
-24 Reduced 6.63%
338 $28,000
Q1 2018

Jul 13, 2018
BUY
N/A
362 New
362 $29,000

Others Institutions Holding XLV

# of Institutions
1,966
Shares Held
201M
Call Options Held
13.3M
Put Options Held
19.5M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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