Excalibur Management Corp Select Sector Spdr Fund Health Transaction History

Excalibur Management Corp

$250 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 26, 2018	SELL	N/A	-3,940 Closed	0 $0
Q4 2017 Jan 22, 2018	SELL	N/A	-75 Reduced 1.87%	3,940 $326,000
Q3 2017 Oct 25, 2017	BUY	N/A	4,015	4,015 $328,000

Others Institutions Holding XLV

# of Institutions

1,972

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

Bank Of America Corp Charlotte, NC

36.6M
Shares

$5.39 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

10.9M
Shares

$1.61 Billion
0.12% of portfolio
Morgan Stanley New York, NY

10.9M
Shares

$1.6 Billion
0.11% of portfolio
Lpl Financial LLC Fort Mill, SC

6.74M
Shares

$993 Million
0.39% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.02M
Shares

$886 Million
0.31% of portfolio

About SELECT SECTOR SPDR FUND-HEALTH

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