Dynamic Wealth Strategies, LLC Select Sector Spdr Fund Health Transaction History

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 5,508 shares of XLV stock, worth $729,810. This represents 0.67% of its overall portfolio holdings.

Number of Shares
5,508
Previous 4,352 26.56%
Holding current value
$729,810
Previous $598,000 34.45%
% of portfolio
0.67%
Previous 0.53%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$137.61 - $149.68 $159,077 - $173,030
1,156 Added 26.56%
5,508 $804,000
Q4 2024

Feb 13, 2025
BUY
$136.28 - $154.74 $14,581 - $16,557
107 Added 2.52%
4,352 $598,000
Q3 2024

Nov 13, 2024
SELL
$143.3 - $157.24 $30,093 - $33,020
-210 Reduced 4.71%
4,245 $654,000
Q2 2024

Aug 15, 2024
BUY
$138.43 - $147.09 $20,626 - $21,916
149 Added 3.46%
4,455 $649,000
Q1 2024

May 15, 2024
BUY
$138.48 - $147.86 $306,456 - $327,214
2,213 Added 105.73%
4,306 $636,000
Q4 2023

Feb 13, 2024
BUY
$123.14 - $136.38 $257,732 - $285,443
2,093 New
2,093 $285 Million

Others Institutions Holding XLV

# of Institutions
1,989
Shares Held
267M
Call Options Held
12.1M
Put Options Held
17.1M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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