Tandem Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History

Tandem Wealth Advisors LLC

$186 Million
Q2 2024

A detailed history of Tandem Wealth Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 31,802 shares of XLV stock, worth $4.82 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares

31,802

Previous 31,218 1.87%

Holding current value

$4.82 Million

Previous $4.61 Million 0.52%

% of portfolio

2.49%

Previous 2.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$138.43 - $147.09 $80,843 - $85,900	584 Added 1.87%	31,802 $4.64 Million
Q1 2024 May 09, 2024	BUY	$138.48 - $147.86 $37,112 - $39,626	268 Added 0.87%	31,218 $4.61 Million
Q4 2023 Jan 17, 2024	SELL	$123.14 - $136.38 $72,898 - $80,736	-592 Reduced 1.88%	30,950 $4.22 Million
Q3 2023 Oct 27, 2023	BUY	$128.74 - $136.24 $116,123 - $122,888	902 Added 2.94%	31,542 $4.06 Million
Q2 2023 Aug 16, 2023	SELL	$126.74 - $135.66 $22,559 - $24,147	-178 Reduced 0.58%	30,640 $4.06 Billion
Q1 2023 Jul 07, 2023	SELL	$124.15 - $135.82 $2.86 Million - $3.13 Million	-23,037 Reduced 42.78%	30,818 $3.99 Billion
Q4 2022 Feb 23, 2023	BUY	$121.85 - $140.1 $6.56 Million - $7.55 Million	53,855 New	53,855 $7.32 Billion

Others Institutions Holding XLV

# of Institutions

1,858

Shares Held

194M

Call Options Held

8.49M

Put Options Held

10.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Tandem Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History