Bennett Associates Wealth Management Select Sector Spdr Fund Health Transaction History

Bennett Associates Wealth Management

  • $111 Billion
  • Q2 2024

A detailed history of Bennett Associates Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Bennett Associates Wealth Management holds 7,453 shares of XLV stock, worth $1.15 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
7,453
Previous 7,087 5.16%
Holding current value
$1.15 Million
Previous $1.05 Billion 3.75%
% of portfolio
0.98%
Previous 0.95%

Shares

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

Jul 16, 2024
BUY
$138.43 - $147.09 $50,665 - $53,834
366 Added 5.16%
7,453 $1.09 Billion
Q1 2024

Apr 22, 2024
BUY
$138.48 - $147.86 $14,678 - $15,673
106 Added 1.52%
7,087 $1.05 Billion
Q4 2023

Feb 14, 2024
BUY
$123.14 - $136.38 $859,640 - $952,068
6,981 New
6,981 $952 Million

Others Institutions Holding XLV

# of Institutions
1,853
Shares Held
194M
Call Options Held
8.49M
Put Options Held
10.4M
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 Bennett Associates Wealth Management Portfolio

Follow Bennett Associates Wealth Management 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 Bennett Associates Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bennett Associates Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email