Golden State Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 7,887 shares of XLV stock, worth $1.15 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

7,887

Previous 6,587 19.74%

Holding current value

$1.15 Million

Previous $902,000 120188.69%

% of portfolio

0.16%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$136.28 - $154.74 $177,164 - $201,162	1,300 Added 19.74%	7,887 $1.09 Billion
Q1 2022 May 19, 2022	BUY	$126.55 - $139.44 $325,992 - $359,197	2,576 Added 64.22%	6,587 $902,000
Q1 2022 May 16, 2022	SELL	$126.55 - $139.44 $280,308 - $308,859	-2,215 Reduced 35.58%	4,011 $468,000
Q4 2021 Feb 14, 2022	BUY	$125.34 - $141.49 $273,366 - $308,589	2,181 Added 53.92%	6,226 $877,000
Q3 2021 Nov 15, 2021	SELL	$127.07 - $136.85 $27,701 - $29,833	-218 Reduced 5.11%	4,045 $515,000
Q2 2021 Aug 12, 2021	BUY	$116.39 - $126.03 $29,330 - $31,759	252 Added 6.28%	4,263 $537,000
Q1 2021 May 14, 2021	SELL	$110.8 - $118.5 $208,968 - $223,491	-1,886 Reduced 31.98%	4,011 $468,000
Q4 2020 Jan 28, 2021	BUY	$101.66 - $113.44 $18,502 - $20,646	182 Added 3.18%	5,897 $669,000
Q3 2020 Nov 12, 2020	BUY	$100.71 - $109.44 $20,142 - $21,888	200 Added 3.63%	5,715 $603,000
Q2 2020 Aug 13, 2020	BUY	$85.21 - $103.92 $251,880 - $307,187	2,956 Added 115.51%	5,515 $551,000
Q2 2020 Aug 11, 2020	SELL	$85.21 - $103.92 $97,991 - $119,508	-1,150 Reduced 31.01%	2,559 $256,000
Q1 2020 Apr 17, 2020	BUY	$74.62 - $104.73 $276,765 - $388,443	3,709 New	3,709 $329,000

Others Institutions Holding XLV

# of Institutions

1,926

Shares Held

202M

Call Options Held

10.6M

Put Options Held

16.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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Golden State Wealth Management, LLC Select Sector Spdr Fund Health Transaction History