Adamsbrown Wealth Consultants LLC Select Sector Spdr Fund Health Transaction History

Adamsbrown Wealth Consultants LLC

$292 Million
Q4 2024

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 13,943 shares of XLV stock, worth $2.08 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

13,943

Previous 38,750 64.02%

Holding current value

$2.08 Million

Previous $5.97 Million 67.86%

% of portfolio

0.66%

Previous 2.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$136.28 - $154.74 $3.38 Million - $3.84 Million	-24,807 Reduced 64.02%	13,943 $1.92 Million
Q3 2024 Oct 11, 2024	SELL	$143.3 - $157.24 $3.86 Million - $4.23 Million	-26,926 Reduced 41.0%	38,750 $5.97 Million
Q2 2024 Jul 12, 2024	BUY	$138.43 - $147.09 $458,757 - $487,456	3,314 Added 5.31%	65,676 $9.57 Million
Q1 2024 Apr 30, 2024	BUY	$138.48 - $147.86 $483,433 - $516,179	3,491 Added 5.93%	62,362 $9.21 Million
Q4 2023 Jan 29, 2024	BUY	$123.14 - $136.38 $1.49 Million - $1.65 Million	12,090 Added 25.84%	58,871 $8.03 Million
Q3 2023 Oct 24, 2023	BUY	$128.74 - $136.24 $604,563 - $639,783	4,696 Added 11.16%	46,781 $6.02 Million
Q2 2023 Jul 12, 2023	BUY	$126.74 - $135.66 $5.33 Million - $5.71 Million	42,085 New	42,085 $5.59 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

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Adamsbrown Wealth Consultants LLC Select Sector Spdr Fund Health Transaction History