A detailed history of Berkshire Money Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 31,429 shares of XLV stock, worth $4.34 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
31,429
Previous 31,436 0.02%
Holding current value
$4.34 Million
Previous $4.58 Million 5.65%
% of portfolio
0.61%
Previous 0.6%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$143.3 - $157.24 $1,003 - $1,100
-7 Reduced 0.02%
31,429 $4.84 Million
Q2 2024

Jul 19, 2024

BUY
$138.43 - $147.09 $51,080 - $54,276
369 Added 1.19%
31,436 $4.58 Million
Q1 2024

May 08, 2024

SELL
$138.48 - $147.86 $694,477 - $741,517
-5,015 Reduced 13.9%
31,067 $4.59 Million
Q4 2023

Feb 08, 2024

SELL
$123.14 - $136.38 $6.75 Million - $7.47 Million
-54,808 Reduced 60.3%
36,082 $4.92 Million
Q3 2023

Oct 17, 2023

SELL
$128.74 - $136.24 $4.85 Million - $5.13 Million
-37,648 Reduced 29.29%
90,890 $11.7 Million
Q2 2023

Aug 07, 2023

SELL
$126.74 - $135.66 $280,222 - $299,944
-2,211 Reduced 1.69%
128,538 $17.1 Million
Q1 2023

May 12, 2023

SELL
$124.15 - $135.82 $993 - $1,086
-8 Reduced 0.01%
130,749 $16.9 Million
Q4 2022

Feb 13, 2023

SELL
$121.85 - $140.1 $532,362 - $612,096
-4,369 Reduced 3.23%
130,757 $17.8 Million
Q3 2022

Oct 21, 2022

SELL
$121.11 - $134.29 $1.13 Million - $1.26 Million
-9,364 Reduced 6.48%
135,126 $16.4 Million
Q2 2022

Jul 14, 2022

SELL
$119.89 - $142.83 $58,386 - $69,558
-487 Reduced 0.34%
144,490 $18.5 Million
Q1 2022

Apr 19, 2022

SELL
$126.55 - $139.44 $407,111 - $448,578
-3,217 Reduced 2.17%
144,977 $19.9 Million
Q4 2021

Jan 14, 2022

BUY
$125.34 - $141.49 $489,954 - $553,084
3,909 Added 2.71%
148,194 $20.9 Million
Q3 2021

Oct 13, 2021

BUY
$127.07 - $136.85 $332,288 - $357,862
2,615 Added 1.85%
144,285 $18.4 Million
Q2 2021

Jul 23, 2021

BUY
$116.39 - $126.03 $428,897 - $464,420
3,685 Added 2.67%
141,670 $17.8 Million
Q1 2021

Apr 20, 2021

BUY
$110.8 - $118.5 $261,820 - $280,015
2,363 Added 1.74%
137,985 $16.1 Million
Q4 2020

Jan 25, 2021

SELL
$101.66 - $113.44 $322,262 - $359,604
-3,170 Reduced 2.28%
135,622 $15.4 Million
Q3 2020

Oct 26, 2020

SELL
$100.71 - $109.44 $669,620 - $727,666
-6,649 Reduced 4.57%
138,792 $14.6 Million
Q2 2020

Jul 27, 2020

BUY
$85.21 - $103.92 $12.4 Million - $15.1 Million
145,441 New
145,441 $14.6 Million
Q2 2019

Jul 29, 2019

SELL
N/A
-120,431 Closed
0 $0
Q1 2019

Apr 24, 2019

BUY
N/A
40,652 Added 50.96%
120,431 $11.1 Million
Q4 2018

Feb 06, 2019

BUY
N/A
79,779 New
79,779 $6.9 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


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