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

Hb Wealth Management, LLC

  • $7.99 Billion
  • Q1 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 15,152 shares of XLV stock, worth $2.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,152
Previous 15,838 4.33%
Holding current value
$2.19 Million
Previous $2.16 Million 3.66%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$129.86 - $140.1 $436,719 - $471,156
3,363 Added 20.58%
19,706 $0
Q3 2022

Oct 19, 2022
BUY
N/A
4,067 Added 33.13%
16,343 $1.98 Million
Q2 2022

Jul 15, 2022
BUY
N/A
297 Added 2.48%
12,276 $1.57 Million
Q1 2022

May 16, 2022
SELL
N/A
-106 Reduced 0.88%
11,979 $1.64 Million
Q4 2021

Feb 15, 2022
BUY
N/A
12,085 New
12,085 $1.7 Million

Others Institutions Holding XLV

# of Institutions
1,834
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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