Heritage Wealth Advisors Select Sector Spdr Fund Health Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Heritage Wealth Advisors holds 5,383 shares of XLV stock, worth $786,510. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,383
Previous 5,124 5.05%
Holding current value
$786,510
Previous $789,000 6.21%
% of portfolio
0.04%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$136.28 - $154.74 $35,296 - $40,077
259 Added 5.05%
5,383 $740,000
Q2 2024

Aug 05, 2024
BUY
$138.43 - $147.09 $591,649 - $628,662
4,274 Added 502.82%
5,124 $746,000
Q1 2024

May 08, 2024
SELL
$138.48 - $147.86 $591,863 - $631,953
-4,274 Reduced 83.41%
850 $125,000
Q2 2023

Aug 09, 2023
SELL
$126.74 - $135.66 $2,154 - $2,306
-17 Reduced 0.33%
5,124 $680,000
Q1 2023

May 04, 2023
BUY
$124.15 - $135.82 $2,110 - $2,308
17 Added 0.33%
5,141 $665,000
Q2 2021

Aug 09, 2021
BUY
$116.39 - $126.03 $44,228 - $47,891
380 Added 8.01%
5,124 $0
Q2 2021

Jul 27, 2021
SELL
$116.39 - $126.03 $44,228 - $47,891
-380 Reduced 7.42%
4,744 $538,000
Q1 2021

Apr 27, 2021
BUY
$110.8 - $118.5 $42,104 - $45,030
380 Added 8.01%
5,124 $0
Q2 2020

Jul 17, 2020
BUY
$85.21 - $103.92 $304,796 - $371,721
3,577 Added 306.51%
4,744 $0
Q2 2020

Jul 17, 2020
SELL
$85.21 - $103.92 $304,796 - $371,721
-3,577 Reduced 75.4%
1,167 $474,000
Q4 2019

Feb 04, 2020
SELL
$87.95 - $103.11 $137,993 - $161,779
-1,569 Reduced 24.85%
4,744 $0
Q3 2019

Oct 30, 2019
SELL
$89.33 - $92.0 $454,779 - $468,372
-5,091 Reduced 44.64%
6,313 $568,000
Q2 2019

Aug 05, 2019
SELL
N/A
-2,615 Reduced 18.65%
11,404 $0
Q1 2019

May 06, 2019
SELL
N/A
-6,528 Reduced 31.77%
14,019 $0
Q4 2018

Jan 28, 2019
BUY
N/A
20,547 New
20,547 $1.78 Million

Others Institutions Holding XLV

# of Institutions
1,941
Shares Held
199M
Call Options Held
11.4M
Put Options Held
16.3M
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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