Financial & Tax Architects, LLC Select Sector Spdr Fund Health Transaction History

Financial & Tax Architects, LLC

$363 Billion
Q1 2024

A detailed history of Financial & Tax Architects, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 4,563 shares of XLV stock, worth $658,942. This represents 0.19% of its overall portfolio holdings.

Number of Shares

4,563

Previous 5,044 9.54%

Holding current value

$658,942

Previous $688 Million 2.01%

% of portfolio

0.19%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$138.48 - $147.86 $66,608 - $71,120	-481 Reduced 9.54%	4,563 $674 Million
Q4 2023 Jan 25, 2024	SELL	$123.14 - $136.38 $100,482 - $111,286	-816 Reduced 13.92%	5,044 $688 Million
Q3 2023 Oct 19, 2023	BUY	$128.74 - $136.24 $754,416 - $798,366	5,860 New	5,860 $754 Million
Q4 2022 Feb 09, 2023	BUY	$129.86 - $140.1 $1.23 Million - $1.32 Million	9,450 New	9,450 $1.27 Billion
Q2 2022 Aug 25, 2023	BUY	N/A	11,072 New	11,072 $1.42 Billion

Q4 2021 Aug 25, 2023	BUY	N/A	1,706 Added 22.55%	9,271 $1.31 Billion
Q3 2021 Aug 25, 2023	BUY	N/A	1,835 Added 32.02%	7,565 $963 Million
Q2 2021 Aug 25, 2023	BUY	N/A	1,213 Added 26.85%	5,730 $722 Million
Q1 2021 Aug 25, 2023	BUY	N/A	4,517 New	4,517 $527 Million

Others Institutions Holding XLV

# of Institutions

1,836

Shares Held

210M

Call Options Held

9.43M

Put Options Held

12.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
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Financial & Tax Architects, LLC Select Sector Spdr Fund Health Transaction History