A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 3,913 shares of XLV stock, worth $602,406. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,913
Previous 3,234 21.0%
Holding current value
$602,406
Previous $478 Million 19.37%
% of portfolio
0.26%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$138.43 - $147.09 $93,993 - $99,874
679 Added 21.0%
3,913 $570 Million
Q1 2024

May 03, 2024

BUY
$138.48 - $147.86 $75,748 - $80,879
547 Added 20.36%
3,234 $478 Million
Q4 2023

Feb 09, 2024

BUY
$123.14 - $136.38 $330,877 - $366,453
2,687 New
2,687 $366 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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