Destination Wealth Management Select Sector Spdr Fund Health Transaction History

Destination Wealth Management

$3 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$126.55 - $139.44 $337,382 - $371,747	-2,666 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$125.34 - $141.49 $334,156 - $377,212	2,666 New	2,666 $376,000
Q2 2020 Aug 14, 2020	SELL	$85.21 - $103.92 $284,942 - $347,508	-3,344 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$74.62 - $104.73 $249,529 - $350,217	3,344 New	3,344 $296,000
Q3 2019 Nov 13, 2019	SELL	$89.33 - $92.0 $61,816 - $63,664	-692 Closed	0 $0
Q2 2019 Jul 19, 2019	SELL	N/A	-270 Reduced 28.07%	692 $64,000
Q1 2019 May 01, 2019	SELL	N/A	-208 Reduced 17.78%	962 $88,000
Q4 2018 Feb 05, 2019	SELL	N/A	-115 Reduced 8.95%	1,170 $101,000
Q3 2018 Nov 07, 2018	BUY	N/A	322 Added 33.44%	1,285 $122,000
Q2 2018 Jul 31, 2018	SELL	N/A	-10,610 Reduced 91.68%	963 $80,000
Q1 2018 Apr 05, 2018	BUY	N/A	11,573 New	11,573 $512,000

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 Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.