Barnes Pettey Financial Advisors, LLC Select Sector Spdr Fund Health Transaction History

Barnes Pettey Financial Advisors, LLC

  • $130 Million
  • Q4 2024

A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 1,702 shares of XLV stock, worth $250,262. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,702
Previous 1,699 0.18%
Holding current value
$250,262
Previous $261,000 10.34%
% of portfolio
0.18%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$136.28 - $154.74 $408 - $464
3 Added 0.18%
1,702 $234,000
Q3 2024

Oct 24, 2024
SELL
$143.3 - $157.24 $286 - $314
-2 Reduced 0.12%
1,699 $261,000
Q2 2024

Jul 18, 2024
BUY
$138.43 - $147.09 $1,384 - $1,470
10 Added 0.59%
1,701 $247,000
Q1 2024

May 06, 2024
SELL
$138.48 - $147.86 $404,223 - $431,603
-2,919 Reduced 63.32%
1,691 $249,000
Q4 2023

Feb 08, 2024
BUY
$123.14 - $136.38 $50,856 - $56,324
413 Added 9.84%
4,610 $628,000
Q3 2023

Nov 01, 2023
BUY
$128.74 - $136.24 $6,951 - $7,356
54 Added 1.3%
4,197 $540,000
Q2 2023

Aug 02, 2023
BUY
$126.74 - $135.66 $33,459 - $35,814
264 Added 6.81%
4,143 $549,000
Q1 2023

May 11, 2023
BUY
$124.15 - $135.82 $11,794 - $12,902
95 Added 2.51%
3,879 $502,000
Q4 2022

Jan 27, 2023
BUY
$121.85 - $140.1 $461,080 - $530,138
3,784 New
3,784 $514,000

Others Institutions Holding XLV

# of Institutions
1,923
Shares Held
202M
Call Options Held
10.6M
Put Options Held
16.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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