A detailed history of Colton Groome Financial Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 23,215 shares of XLV stock, worth $3.45 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
23,215
Previous 21,940 5.81%
Holding current value
$3.45 Million
Previous $2.99 Million 14.61%
% of portfolio
1.38%
Previous 1.31%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$138.48 - $147.86 $176,562 - $188,521
1,275 Added 5.81%
23,215 $3.43 Million
Q4 2023

Jan 31, 2024

BUY
$123.14 - $136.38 $555,977 - $615,755
4,515 Added 25.91%
21,940 $2.99 Million
Q3 2023

Oct 23, 2023

BUY
$128.74 - $136.24 $1.87 Million - $1.98 Million
14,525 Added 500.86%
17,425 $2.24 Million
Q2 2023

Jul 27, 2023

BUY
$126.74 - $135.66 $150,186 - $160,757
1,185 Added 69.1%
2,900 $384,000
Q1 2023

Apr 17, 2023

SELL
$124.15 - $135.82 $68,903 - $75,380
-555 Reduced 24.45%
1,715 $222,000
Q4 2022

Jan 25, 2023

BUY
$129.86 - $140.1 $649 - $700
5 Added 0.22%
2,270 $0
Q3 2022

Oct 20, 2022

SELL
N/A
-635 Reduced 21.9%
2,265 $274,000
Q2 2022

Jul 26, 2022

BUY
N/A
1,300 Added 81.25%
2,900 $372,000
Q1 2022

Apr 18, 2022

BUY
N/A
1,600 New
1,600 $219,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


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