Foundations Investment Advisors, LLC Select Sector Spdr Fund Health Transaction History

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 288,411 shares of XLV stock, worth $42.3 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
288,411
Previous 272,260 5.93%
Holding current value
$42.3 Million
Previous $37.1 Million 14.75%
% of portfolio
1.19%
Previous 1.08%

Shares

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

May 13, 2024
BUY
$138.48 - $147.86 $2.24 Million - $2.39 Million
16,151 Added 5.93%
288,411 $42.6 Million
Q4 2023

Feb 08, 2024
BUY
$123.14 - $136.38 $15.2 Million - $16.8 Million
123,203 Added 82.65%
272,260 $37.1 Million
Q3 2023

Oct 05, 2023
SELL
$128.74 - $136.24 $8.03 Million - $8.5 Million
-62,361 Reduced 29.5%
149,057 $19.2 Million
Q2 2023

Jul 19, 2023
BUY
$126.74 - $135.66 $8.56 Million - $9.16 Million
67,556 Added 46.96%
211,418 $28.1 Million
Q1 2023

Apr 25, 2023
BUY
$124.15 - $135.82 $1.42 Million - $1.55 Million
11,420 Added 8.62%
143,862 $18.6 Million
Q4 2022

Jan 11, 2023
BUY
$129.86 - $140.1 $6.49 Million - $7 Million
49,991 Added 60.63%
132,442 $0
Q3 2022

Oct 19, 2022
BUY
N/A
18,731 Added 29.4%
82,451 $9.99 Million
Q2 2022

Jul 08, 2022
BUY
N/A
40,559 Added 175.12%
63,720 $8.27 Million
Q1 2022

Apr 19, 2022
SELL
N/A
-1,330 Reduced 5.43%
23,161 $3.21 Million
Q4 2021

Jan 21, 2022
BUY
N/A
7,975 Added 48.29%
24,491 $3.34 Million
Q3 2021

Oct 13, 2021
SELL
N/A
-120,692 Reduced 87.96%
16,516 $2.08 Million
Q2 2021

Jul 14, 2021
BUY
N/A
18,886 Added 15.96%
137,208 $17.7 Million
Q1 2021

Apr 09, 2021
BUY
N/A
64,856 Added 121.3%
118,322 $13.8 Million
Q4 2020

Jan 13, 2021
SELL
N/A
-2,602 Reduced 4.64%
53,466 $6.28 Million
Q3 2020

Oct 07, 2020
SELL
N/A
-1,827 Reduced 3.16%
56,068 $5.84 Million
Q2 2020

Jul 08, 2020
BUY
N/A
17,303 Added 42.63%
57,895 $5.88 Million
Q1 2020

Apr 06, 2020
SELL
N/A
-685,038 Reduced 94.41%
40,592 $3.46 Million
Q4 2019

Jan 09, 2020
BUY
N/A
510,865 Added 237.87%
725,630 $73.9 Million
Q3 2019

Oct 07, 2019
BUY
N/A
2,998 Added 1.42%
214,765 $19.1 Million
Q2 2019

Jul 08, 2019
BUY
N/A
211,767 New
211,767 $20 Million

Others Institutions Holding XLV

# of Institutions
1,831
Shares Held
210M
Call Options Held
9.43M
Put Options Held
12.8M
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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