Abound Wealth Management Select Sector Spdr Fund Health Transaction History

Abound Wealth Management

$312 Billion
Q4 2024

A detailed history of Abound Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Abound Wealth Management holds 73 shares of XLV stock, worth $10,662. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 265 72.45%

Holding current value

$10,662

Previous $40.8 Million 75.39%

% of portfolio

0.0%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$136.28 - $154.74 $26,165 - $29,710	-192 Reduced 72.45%	73 $10 Million
Q3 2024 Nov 04, 2024	BUY	$143.3 - $157.24 $25,077 - $27,517	175 Added 194.44%	265 $40.8 Million
Q2 2024 Aug 09, 2024	SELL	$138.43 - $147.09 $2,214 - $2,353	-16 Reduced 15.09%	90 $13.1 Million
Q1 2024 Aug 08, 2024	BUY	$138.48 - $147.86 $4,569 - $4,879	33 Added 45.21%	106 $15.7 Million
Q4 2023 Aug 08, 2024	SELL	$123.14 - $136.38 $9,358 - $10,364	-76 Reduced 51.01%	73 $9.96 Million
Q3 2023 Aug 08, 2024	SELL	$128.74 - $136.24 $1,158 - $1,226	-9 Reduced 5.7%	149 $19.2 Million
Q2 2023 Aug 08, 2024	BUY	$126.74 - $135.66 $18,757 - $20,077	148 Added 1480.0%	158 $21 Million
Q1 2023 Aug 07, 2024	BUY	$124.15 - $135.82 $1,241 - $1,358	10 New	10 $1.3 Million
Q2 2022 Aug 12, 2024	SELL	$119.89 - $142.83 $9,591 - $11,426	-80 Reduced 88.89%	10 $1.28 Million

Others Institutions Holding XLV

# of Institutions

1,982

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Account

Abound Wealth Management Select Sector Spdr Fund Health Transaction History