Sage View Advisory Group, LLC Select Sector Spdr Fund Health Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 2,921 shares of XLV stock, worth $429,416. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,921

Previous 2,812 3.88%

Holding current value

$429,416

Previous $433 Million 7.22%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$136.28 - $154.74 $14,854 - $16,866	109 Added 3.88%	2,921 $402 Million
Q3 2024 Nov 14, 2024	SELL	$143.3 - $157.24 $166,084 - $182,241	-1,159 Reduced 29.19%	2,812 $433 Million
Q2 2024 Aug 14, 2024	BUY	$138.43 - $147.09 $549,705 - $584,094	3,971 New	3,971 $579 Million
Q4 2023 Feb 09, 2024	SELL	$123.14 - $136.38 $3.03 Million - $3.36 Million	-24,629 Reduced 68.66%	11,244 $1.58 Billion
Q3 2023 Nov 02, 2023	BUY	$128.74 - $136.24 $386,091 - $408,583	2,999 Added 9.12%	35,873 $4.62 Billion
Q2 2023 Aug 11, 2023	BUY	$126.74 - $135.66 $669,313 - $716,420	5,281 Added 19.14%	32,874 $4.36 Billion
Q1 2023 May 01, 2023	SELL	$124.15 - $135.82 $1.88 Million - $2.05 Million	-15,108 Reduced 35.38%	27,593 $3.57 Billion
Q4 2022 Feb 14, 2023	BUY	$121.85 - $140.1 $5.2 Million - $5.98 Million	42,701 New	42,701 $5.8 Billion

Others Institutions Holding XLV

# of Institutions

1,988

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

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About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Sage View Advisory Group, LLC Select Sector Spdr Fund Health Transaction History