A detailed history of Fortis Group Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 12,609 shares of XLV stock, worth $1.84 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
12,609
Previous 10,660 18.28%
Holding current value
$1.84 Million
Previous $1.38 Billion 34.81%
% of portfolio
0.34%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$138.48 - $147.86 $269,897 - $288,179
1,949 Added 18.28%
12,609 $1.86 Billion
Q4 2023

Mar 04, 2024

BUY
$123.14 - $136.38 $15,269 - $16,911
124 Added 1.18%
10,660 $1.38 Billion
Q3 2023

Dec 01, 2023

BUY
$128.74 - $136.24 $284,772 - $301,362
2,212 Added 26.57%
10,536 $1.36 Billion
Q2 2023

Jul 18, 2023

SELL
$126.74 - $135.66 $2.81 Million - $3.01 Million
-22,162 Reduced 72.7%
8,324 $1.1 Billion
Q1 2023

May 26, 2023

BUY
$124.15 - $135.82 $2.69 Million - $2.94 Million
21,629 Added 244.2%
30,486 $4.07 Billion
Q3 2020

Nov 17, 2020

BUY
N/A
8,857 New
8,857 $934,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


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

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, 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 Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.