Baron Silver Stevens Financial Advisors, LLC Select Sector Spdr Fund Health Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$110.8 - $118.5 $95,288 - $101,910	-860 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$101.66 - $113.44 $87,427 - $97,558	860 New	860 $97,000

Others Institutions Holding XLV

# of Institutions

1,939

Shares Held

203M

Call Options Held

10.6M

Put Options Held

16.4M

Bank Of America Corp Charlotte, NC

36.8M
Shares

$5.3 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

13.5M
Shares

$1.95 Billion
0.17% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.73 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

7.02M
Shares

$1.01 Billion
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$962 Million
0.47% of portfolio

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About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
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