Financial Insights, Inc. Select Sector Spdr Fund Health Transaction History

Financial Insights, Inc.

$303 Million
Q3 2024

A detailed history of Financial Insights, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Financial Insights, Inc. holds 4,932 shares of XLV stock, worth $714,153. This represents 0.25% of its overall portfolio holdings.

Number of Shares

4,932

Previous 4,232 16.54%

Holding current value

$714,153

Previous $616,000 23.21%

% of portfolio

0.25%

Previous 0.17%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$143.3 - $157.24 $100,310 - $110,068	700 Added 16.54%	4,932 $759,000
Q2 2024 Jul 16, 2024	SELL	$138.43 - $147.09 $39,175 - $41,626	-283 Reduced 6.27%	4,232 $616,000
Q1 2024 Apr 25, 2024	SELL	$138.48 - $147.86 $22,572 - $24,101	-163 Reduced 3.48%	4,515 $667,000
Q4 2023 Jan 24, 2024	SELL	$123.14 - $136.38 $10,343 - $11,455	-84 Reduced 1.76%	4,678 $637,000
Q3 2023 Dec 06, 2023	SELL	$128.74 - $136.24 $99,001 - $104,768	-769 Reduced 13.96%	4,738 $609,000
Q2 2023 Jan 24, 2024	BUY	$126.74 - $135.66 $3,041 - $3,255	24 Added 0.51%	4,762 $632,000
Q1 2023 Apr 17, 2023	BUY	$124.15 - $135.82 $5,710 - $6,247	46 Added 0.84%	5,507 $712,000
Q4 2022 Feb 09, 2023	SELL	$121.85 - $140.1 $35,336 - $40,629	-290 Reduced 5.04%	5,461 $741,000
Q3 2022 Oct 26, 2022	SELL	$121.11 - $134.29 $31,246 - $34,646	-258 Reduced 4.29%	5,751 $697,000
Q2 2022 Aug 03, 2022	SELL	$119.89 - $142.83 $11,989 - $14,283	-100 Reduced 1.64%	6,009 $771,000
Q1 2022 May 11, 2022	BUY	$126.55 - $139.44 $37,965 - $41,832	300 Added 5.16%	6,109 $837,000
Q4 2021 Feb 09, 2022	BUY	$125.34 - $141.49 $13,536 - $15,280	108 Added 1.89%	5,809 $818,000
Q3 2021 Nov 12, 2021	BUY	$127.07 - $136.85 $31,767 - $34,212	250 Added 4.59%	5,701 $726,000
Q2 2021 Aug 12, 2021	BUY	$116.39 - $126.03 $1,396 - $1,512	12 Added 0.22%	5,451 $6.87 Million
Q4 2020 Feb 05, 2021	SELL	$101.66 - $113.44 $64,045 - $71,467	-630 Reduced 10.38%	5,439 $617,000
Q3 2020 Nov 16, 2020	BUY	$100.71 - $109.44 $493,076 - $535,818	4,896 Added 417.39%	6,069 $640,000
Q2 2020 Aug 20, 2020	SELL	$85.21 - $103.92 $418,977 - $510,974	-4,917 Reduced 80.74%	1,173 $607,000
Q1 2020 Apr 28, 2020	SELL	$74.62 - $104.73 $14,550 - $20,422	-195 Reduced 3.1%	6,090 $539,000
Q4 2019 Feb 07, 2020	SELL	$87.95 - $103.11 $3,693 - $4,330	-42 Reduced 0.66%	6,285 $640,000
Q4 2018 Mar 08, 2019	BUY	N/A	6,327 New	6,327 $574,000

Others Institutions Holding XLV

# of Institutions

1,955

Shares Held

199M

Call Options Held

11.3M

Put Options Held

18.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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Financial Insights, Inc. Select Sector Spdr Fund Health Transaction History