Wetzel Investment Advisors, Inc. Select Sector Spdr Fund Health Transaction History

Wetzel Investment Advisors, Inc.

$192 Million
Q1 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 2,776 shares of XLV stock, worth $376,425. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,776

Previous 2,856 2.8%

Holding current value

$376,425

Previous $392,000 3.32%

% of portfolio

0.21%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$137.61 - $149.68 $11,008 - $11,974	-80 Reduced 2.8%	2,776 $405,000
Q4 2024 Jan 22, 2025	BUY	$136.28 - $154.74 $4,633 - $5,261	34 Added 1.2%	2,856 $392,000
Q3 2024 Oct 29, 2024	SELL	$143.3 - $157.24 $118,795 - $130,351	-829 Reduced 22.71%	2,822 $434,000
Q2 2024 Aug 07, 2024	BUY	$138.43 - $147.09 $13,566 - $14,414	98 Added 2.76%	3,651 $532,000
Q1 2024 Apr 23, 2024	SELL	$138.48 - $147.86 $22,433 - $23,953	-162 Reduced 4.36%	3,553 $524,000
Q4 2023 Jan 31, 2024	BUY	$123.14 - $136.38 $457,465 - $506,651	3,715 New	3,715 $507,000

Others Institutions Holding XLV

# of Institutions

2,028

Shares Held

201M

Call Options Held

9.84M

Put Options Held

18.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Wetzel Investment Advisors, Inc. Select Sector Spdr Fund Health Transaction History