Advocacy Wealth Management Services, LLC Select Sector Spdr Fund Health Transaction History

Advocacy Wealth Management Services, LLC

$1.07 Billion
Q1 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 18,705 shares of XLV stock, worth $2.71 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

18,705

Previous 94,328 80.17%

Holding current value

$2.71 Million

Previous $12.9 Million 78.52%

% of portfolio

0.26%

Previous 1.23%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$138.48 - $147.86 $10.5 Million - $11.2 Million	-75,623 Reduced 80.17%	18,705 $2.76 Million
Q4 2023 Jan 23, 2024	SELL	$123.14 - $136.38 $57.3 Million - $63.5 Million	-465,569 Reduced 83.15%	94,328 $12.9 Million
Q3 2023 Oct 26, 2023	BUY	$128.74 - $136.24 $2.58 Million - $2.74 Million	20,078 Added 3.72%	559,897 $72.1 Million
Q2 2023 Jul 20, 2023	BUY	$126.74 - $135.66 $2.6 Million - $2.78 Million	20,513 Added 3.95%	539,819 $71.7 Million
Q1 2023 Apr 14, 2023	BUY	$124.15 - $135.82 $16.3 Million - $17.8 Million	131,046 Added 33.75%	519,306 $67.2 Million

Q4 2022 Jan 27, 2023	BUY	$129.86 - $140.1 $4.32 Million - $4.66 Million	33,292 Added 9.38%	388,260 $0
Q3 2022 Oct 06, 2022	BUY	N/A	22,184 Added 6.67%	354,968 $45 Million
Q2 2022 Jul 06, 2022	BUY	N/A	16,841 Added 5.33%	332,784 $42.7 Million
Q1 2022 Apr 04, 2022	BUY	N/A	315,647 Added 106637.5%	315,943 $43.6 Million
Q4 2021 Jan 05, 2022	BUY	N/A	6 Added 2.07%	296 $42,000
Q2 2020 Jul 02, 2020	BUY	N/A	42 Added 16.94%	290 $29,000
Q4 2019 Jan 06, 2020	SELL	N/A	-9 Reduced 3.5%	248 $25,000
Q1 2019 Apr 02, 2019	BUY	N/A	55 Added 27.23%	257 $24,000
Q1 2018 Apr 12, 2018	BUY	N/A	84 Added 71.19%	202 $16,000
Q3 2017 Oct 13, 2017	BUY	N/A	118	118 $10,000

Others Institutions Holding XLV

# of Institutions

1,836

Shares Held

210M

Call Options Held

9.43M

Put Options Held

12.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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Advocacy Wealth Management Services, LLC Select Sector Spdr Fund Health Transaction History