Cypress Wealth Services, LLC Select Sector Spdr Fund Health Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 14, 2021	SELL	$116.39 - $126.03 $224,050 - $242,607	-1,925 Closed	0 $0
Q1 2021 Apr 28, 2021	SELL	$110.8 - $118.5 $13,517 - $14,457	-122 Reduced 5.96%	1,925 $225,000
Q2 2020 Jul 15, 2020	SELL	$85.21 - $103.92 $114,010 - $139,044	-1,338 Reduced 39.53%	2,047 $205,000
Q1 2020 Apr 10, 2020	SELL	$74.62 - $104.73 $109,840 - $154,162	-1,472 Reduced 30.31%	3,385 $300,000
Q4 2019 Jan 14, 2020	BUY	$87.95 - $103.11 $16,974 - $19,900	193 Added 4.14%	4,857 $495,000
Q3 2019 Oct 16, 2019	BUY	$89.33 - $92.0 $14,382 - $14,812	161 Added 3.58%	4,664 $420,000
Q2 2019 Jul 24, 2019	BUY	N/A	28 Added 0.63%	4,503 $417,000
Q1 2019 Apr 19, 2019	BUY	N/A	863 Added 23.89%	4,475 $411,000
Q4 2018 Jan 22, 2019	BUY	N/A	470 Added 14.96%	3,612 $312,000
Q3 2018 Oct 19, 2018	SELL	N/A	-6 Reduced 0.19%	3,142 $299,000
Q2 2018 Aug 06, 2018	BUY	N/A	429 Added 15.78%	3,148 $263,000
Q1 2018 May 01, 2018	BUY	N/A	231 Added 9.28%	2,719 $221,000
Q4 2017 Feb 05, 2018	BUY	N/A	2,488	2,488 $206,000

Others Institutions Holding XLV

# of Institutions

1,872

Shares Held

194M

Call Options Held

8.49M

Put Options Held

10.4M

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.