Bartlett & Co. Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 19,933 shares of XLV stock, worth $2.89 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,933
Previous 20,131 0.98%
Holding current value
$2.89 Million
Previous $3.1 Billion 11.56%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 17, 2025
SELL
$136.28 - $154.74 $26,983 - $30,638
-198 Reduced 0.98%
19,933 $2.74 Billion
Q3 2024

Oct 17, 2024
BUY
$143.3 - $157.24 $39,120 - $42,926
273 Added 1.37%
20,131 $3.1 Billion
Q2 2024

Jul 12, 2024
BUY
$138.43 - $147.09 $28,378 - $30,153
205 Added 1.04%
19,858 $2.89 Billion
Q1 2024

May 09, 2024
SELL
$138.48 - $147.86 $238,324 - $254,467
-1,721 Reduced 8.05%
19,653 $2.9 Billion
Q4 2023

Feb 14, 2024
BUY
$123.14 - $136.38 $208,106 - $230,482
1,690 Added 8.59%
21,374 $2.91 Billion
Q3 2023

Feb 14, 2024
SELL
$128.74 - $136.24 $45,445 - $48,092
-353 Reduced 1.76%
19,684 $2.53 Billion
Q2 2023

Feb 14, 2024
SELL
$126.74 - $135.66 $6,337 - $6,783
-50 Reduced 0.25%
20,037 $2.66 Billion
Q4 2022

Feb 14, 2024
SELL
$121.85 - $140.1 $28,634 - $32,923
-235 Reduced 1.16%
20,087 $2.73 Billion
Q3 2022

Feb 14, 2024
BUY
$121.11 - $134.29 $17,682 - $19,606
146 Added 0.72%
20,322 $2.46 Billion
Q1 2022

Feb 14, 2024
BUY
$126.55 - $139.44 $28,094 - $30,955
222 Added 1.11%
20,176 $2.76 Billion
Q4 2021

Feb 14, 2024
SELL
$125.34 - $141.49 $17,422 - $19,667
-139 Reduced 0.69%
19,954 $2.81 Billion
Q2 2021

Feb 13, 2024
SELL
$116.39 - $126.03 $5,819 - $6,301
-50 Reduced 0.25%
20,093 $2.53 Billion
Q1 2021

Feb 13, 2024
SELL
$110.8 - $118.5 $476,440 - $509,550
-4,300 Reduced 17.59%
20,143 $2.35 Billion
Q4 2020

Feb 13, 2024
SELL
$101.66 - $113.44 $2,744 - $3,062
-27 Reduced 0.11%
24,443 $2.77 Billion
Q2 2020

Feb 13, 2024
BUY
$85.21 - $103.92 $98,843 - $120,547
1,160 Added 4.98%
24,470 $2.45 Billion
Q1 2020

Feb 13, 2024
BUY
$74.62 - $104.73 $44,772 - $62,838
600 Added 2.64%
23,310 $2.06 Billion
Q1 2019

Feb 13, 2024
SELL
N/A
-38,088 Reduced 62.65%
22,710 $2.08 Billion
Q4 2018

Feb 13, 2024
BUY
N/A
50,888 Added 513.5%
60,798 $5.26 Billion
Q2 2018

Feb 13, 2024
SELL
N/A
-82 Reduced 0.82%
9,910 $827 Million
Q1 2018

Feb 13, 2024
BUY
N/A
9,992 New
9,992 $813 Million

Others Institutions Holding XLV

# of Institutions
1,955
Shares Held
199M
Call Options Held
11.3M
Put Options Held
18.8M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email