Hb Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Hb Wealth Management, LLC holds 20,663 shares of XLV stock, worth $2.84 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,663
Previous 19,979 3.42%
Holding current value
$2.84 Million
Previous $2.91 Million 9.31%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$143.3 - $157.24 $98,017 - $107,552
684 Added 3.42%
20,663 $3.18 Million
Q2 2024

Jul 26, 2024
BUY
$138.43 - $147.09 $668,201 - $710,003
4,827 Added 31.86%
19,979 $2.91 Million
Q1 2024

Apr 30, 2024
SELL
$138.48 - $147.86 $94,997 - $101,431
-686 Reduced 4.33%
15,152 $2.24 Million
Q4 2023

Jan 16, 2024
SELL
$123.14 - $136.38 $188,527 - $208,797
-1,531 Reduced 8.81%
15,838 $2.16 Million
Q3 2023

Oct 13, 2023
SELL
$128.74 - $136.24 $9,398 - $9,945
-73 Reduced 0.42%
17,369 $2.24 Million
Q2 2023

Jul 13, 2023
SELL
$126.74 - $135.66 $201,770 - $215,970
-1,592 Reduced 8.36%
17,442 $2.32 Million
Q1 2023

Apr 13, 2023
SELL
$124.15 - $135.82 $83,428 - $91,271
-672 Reduced 3.41%
19,034 $2.46 Million
Q4 2022

Jan 20, 2023
BUY
$121.85 - $140.1 $409,781 - $471,156
3,363 Added 20.58%
19,706 $0
Q3 2022

Oct 19, 2022
BUY
$121.11 - $134.29 $492,554 - $546,157
4,067 Added 33.13%
16,343 $1.98 Million
Q2 2022

Jul 15, 2022
BUY
$119.89 - $142.83 $35,607 - $42,420
297 Added 2.48%
12,276 $1.57 Million
Q1 2022

May 16, 2022
SELL
$126.55 - $139.44 $13,414 - $14,780
-106 Reduced 0.88%
11,979 $1.64 Million
Q4 2021

Feb 15, 2022
BUY
$125.34 - $141.49 $1.51 Million - $1.71 Million
12,085 New
12,085 $1.7 Million

Others Institutions Holding XLV

# of Institutions
1,943
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email