Arkadios Wealth Advisors Select Sector Spdr Fund Health Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Arkadios Wealth Advisors holds 33,939 shares of XLV stock, worth $4.96 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

33,939

Previous 27,659 22.71%

Holding current value

$4.96 Million

Previous $4.03 Million 29.67%

% of portfolio

0.32%

Previous 0.29%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$143.3 - $157.24 $899,924 - $987,467	6,280 Added 22.71%	33,939 $5.23 Million
Q2 2024 Jul 29, 2024	BUY	$138.43 - $147.09 $2.53 Million - $2.68 Million	18,254 Added 194.09%	27,659 $4.03 Million
Q1 2024 Apr 30, 2024	SELL	$138.48 - $147.86 $31,988 - $34,155	-231 Reduced 2.4%	9,405 $1.39 Million
Q4 2023 Jan 24, 2024	SELL	$123.14 - $136.38 $45,808 - $50,733	-372 Reduced 3.72%	9,636 $1.31 Million
Q3 2023 Oct 13, 2023	BUY	$128.74 - $136.24 $27,035 - $28,610	210 Added 2.14%	10,008 $1.29 Million
Q2 2023 Jul 26, 2023	SELL	$126.74 - $135.66 $52,090 - $55,756	-411 Reduced 4.03%	9,798 $1.3 Million
Q1 2023 May 02, 2023	SELL	$124.15 - $135.82 $124,274 - $135,955	-1,001 Reduced 8.93%	10,209 $1.32 Million
Q4 2022 Jan 11, 2023	BUY	$121.85 - $140.1 $262,830 - $302,195	2,157 Added 23.83%	11,210 $0
Q3 2022 Oct 21, 2022	BUY	$121.11 - $134.29 $51,350 - $56,938	424 Added 4.91%	9,053 $1.1 Million
Q2 2022 Jul 14, 2022	SELL	$119.89 - $142.83 $13,667 - $16,282	-114 Reduced 1.3%	8,629 $1.11 Million
Q1 2022 May 02, 2022	SELL	$126.55 - $139.44 $232,472 - $256,151	-1,837 Reduced 17.36%	8,743 $1.2 Million
Q4 2021 Feb 03, 2022	SELL	$125.34 - $141.49 $75,580 - $85,318	-603 Reduced 5.39%	10,580 $1.49 Million
Q3 2021 Oct 19, 2021	SELL	$127.07 - $136.85 $1.12 Million - $1.2 Million	-8,781 Reduced 43.98%	11,183 $1.42 Million
Q2 2021 Jul 28, 2021	BUY	$116.39 - $126.03 $666,681 - $721,899	5,728 Added 40.24%	19,964 $2.51 Million
Q1 2021 Apr 26, 2021	SELL	$110.8 - $118.5 $984,901 - $1.05 Million	-8,889 Reduced 38.44%	14,236 $1.66 Million
Q4 2020 Feb 09, 2021	BUY	$101.66 - $113.44 $2.26 Million - $2.52 Million	22,243 Added 2521.88%	23,125 $2.62 Million
Q3 2020 Nov 10, 2020	BUY	$100.71 - $109.44 $2,819 - $3,064	28 Added 3.28%	882 $95.2 Million
Q2 2020 Aug 10, 2020	SELL	$85.21 - $103.92 $12,866 - $15,691	-151 Reduced 15.02%	854 $88.2 Million
Q1 2020 May 14, 2020	SELL	$74.62 - $104.73 $18,878 - $26,496	-253 Reduced 20.11%	1,005 $89 Million
Q4 2019 Feb 14, 2020	BUY	$87.95 - $103.11 $110,641 - $129,712	1,258 New	1,258 $0

Others Institutions Holding XLV

# of Institutions

1,941

Shares Held

203M

Call Options Held

10.6M

Put Options Held

16.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Arkadios Wealth Advisors Select Sector Spdr Fund Health Transaction History