Envestnet Portfolio Solutions, Inc. Select Sector Spdr Fund Health Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 78,727 shares of XLV stock, worth $11.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

78,727

Previous 89,487 12.02%

Holding current value

$11.5 Million

Previous $13.8 Million 21.42%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$136.28 - $154.74 $1.47 Million - $1.67 Million	-10,760 Reduced 12.02%	78,727 $10.8 Million
Q3 2024 Oct 31, 2024	BUY	$143.3 - $157.24 $799,470 - $877,241	5,579 Added 6.65%	89,487 $13.8 Million
Q2 2024 Jul 16, 2024	SELL	$138.43 - $147.09 $1.1 Million - $1.17 Million	-7,946 Reduced 8.65%	83,908 $12.2 Million
Q1 2024 May 06, 2024	BUY	$138.48 - $147.86 $4.41 Million - $4.71 Million	31,879 Added 53.15%	91,854 $13.6 Million
Q4 2023 Feb 07, 2024	BUY	$123.14 - $136.38 $600,553 - $665,125	4,877 Added 8.85%	59,975 $8.18 Million
Q3 2023 Nov 13, 2023	BUY	$128.74 - $136.24 $7.09 Million - $7.51 Million	55,098 New	55,098 $7.09 Million

Others Institutions Holding XLV

# of Institutions

1,935

Shares Held

207M

Call Options Held

11.1M

Put Options Held

16.6M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Envestnet Portfolio Solutions, Inc. Select Sector Spdr Fund Health Transaction History