A detailed history of Dodds Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Dodds Wealth, LLC holds 20,648 shares of XLV stock, worth $2.85 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
20,648
Previous 19,737 4.62%
Holding current value
$2.85 Million
Previous $2.86 Billion 10.26%
% of portfolio
1.05%
Previous 1.12%

Shares

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

Oct 25, 2024

BUY
$143.3 - $157.24 $130,546 - $143,245
911 Added 4.62%
20,648 $3.15 Billion
Q2 2024

Jul 25, 2024

SELL
$138.43 - $147.09 $107,283 - $113,994
-775 Reduced 3.78%
19,737 $2.86 Billion
Q1 2024

May 24, 2024

BUY
$138.48 - $147.86 $240,401 - $256,684
1,736 Added 9.25%
20,512 $3.03 Billion
Q4 2023

Feb 12, 2024

BUY
$123.14 - $136.38 $2.31 Million - $2.56 Million
18,776 New
18,776 $2.56 Billion

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Dodds Wealth, LLC Portfolio

Follow Dodds Wealth, LLC 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 Dodds Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dodds Wealth, LLC with notifications on news.