Ifp Advisors, Inc Select Sector Spdr Fund Health Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Ifp Advisors, Inc holds 27,286 shares of XLV stock, worth $3.62 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

27,286

Previous 31,063 12.16%

Holding current value

$3.62 Million

Previous $4.27 Million 6.76%

% of portfolio

0.13%

Previous 0.15%

38 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$137.61 - $149.68 $519,752 - $565,341	-3,777 Reduced 12.16%	27,286 $3.98 Million
Q4 2024 Feb 04, 2025	BUY	$136.28 - $154.74 $1.3 Million - $1.48 Million	9,556 Added 44.43%	31,063 $4.27 Million
Q3 2024 Feb 04, 2025	BUY	$143.3 - $157.24 $278,718 - $305,831	1,945 Added 9.94%	21,507 $3.31 Million
Q2 2024 Jul 30, 2024	BUY	$138.43 - $147.09 $312,159 - $331,687	2,255 Added 13.03%	19,562 $2.85 Million
Q1 2024 Jul 30, 2024	SELL	$138.48 - $147.86 $6,647 - $7,097	-48 Reduced 0.28%	17,307 $2.56 Million
Q4 2023 Jan 09, 2024	BUY	$123.14 - $136.38 $171,164 - $189,568	1,390 Added 8.71%	17,355 $2.37 Million
Q3 2023 Oct 12, 2023	SELL	$128.74 - $136.24 $998,378 - $1.06 Million	-7,755 Reduced 32.69%	15,965 $2.06 Million
Q2 2023 Aug 04, 2023	SELL	$126.74 - $135.66 $62,609 - $67,016	-494 Reduced 2.04%	23,720 $3.15 Million
Q1 2023 Apr 18, 2023	SELL	$124.15 - $135.82 $1.6 Million - $1.75 Million	-12,876 Reduced 34.72%	24,214 $3.13 Million
Q4 2022 Feb 07, 2023	BUY	$121.85 - $140.1 $1.05 Million - $1.21 Million	8,627 Added 30.31%	37,090 $2.85 Million
Q3 2022 Nov 08, 2022	BUY	$121.11 - $134.29 $385,735 - $427,713	3,185 Added 12.6%	28,463 $2.16 Million
Q2 2022 Sep 06, 2022	BUY	$119.89 - $142.83 $3.03 Million - $3.61 Million	25,278 New	25,278 $1.91 Million
Q2 2022 Aug 12, 2022	SELL	$119.89 - $142.83 $3.03 Million - $3.61 Million	-25,278 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$126.55 - $139.44 $718,550 - $791,740	5,678 Added 28.97%	25,278 $0
Q1 2022 Aug 08, 2022	BUY	$126.55 - $139.44 $1.1 Million - $1.22 Million	8,726 Added 80.25%	19,600 $0
Q4 2021 Jan 12, 2022	BUY	$125.34 - $141.49 $62,168 - $70,179	496 Added 4.78%	10,874 $1.53 Million
Q3 2021 Oct 06, 2021	BUY	$127.07 - $136.85 $87,932 - $94,700	692 Added 7.14%	10,378 $1.32 Million
Q2 2021 Jul 13, 2021	SELL	$116.39 - $126.03 $20,950 - $22,685	-180 Reduced 1.82%	9,686 $1.22 Million
Q1 2021 Apr 30, 2021	SELL	$110.8 - $118.5 $121,769 - $130,231	-1,099 Reduced 10.02%	9,866 $1.15 Million
Q4 2020 Jan 25, 2021	BUY	$101.66 - $113.44 $89,155 - $99,486	877 Added 8.69%	10,965 $1.24 Million
Q3 2020 Oct 29, 2020	BUY	$100.71 - $109.44 $113,097 - $122,901	1,123 Added 12.53%	10,088 $1.06 Million
Q2 2020 Aug 05, 2020	BUY	$85.21 - $103.92 $188,399 - $229,767	2,211 Added 32.74%	8,965 $883,000
Q1 2020 May 12, 2020	SELL	$74.62 - $104.73 $737,917 - $1.04 Million	-9,889 Reduced 59.42%	6,754 $584,000
Q4 2019 Jan 17, 2020	BUY	$87.95 - $103.11 $962,700 - $1.13 Million	10,946 Added 192.14%	16,643 $1.71 Million
Q3 2019 Nov 07, 2019	SELL	$89.33 - $92.0 $529,994 - $545,836	-5,933 Reduced 51.01%	5,697 $500,000
Q1 2019 May 15, 2019	SELL	N/A	-24,020 Reduced 67.38%	11,630 $1.07 Million
Q4 2018 Jan 23, 2019	SELL	N/A	-6,784 Reduced 15.99%	35,650 $0
Q3 2018 Oct 25, 2018	BUY	N/A	9,494 Added 28.82%	42,434 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-2,835 Reduced 7.92%	32,940 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-31 Reduced 0.09%	35,775 $2.96 Million
Q1 2018 May 09, 2018	BUY	N/A	31 Added 0.09%	35,806 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-9,552 Reduced 21.07%	35,775 $0
Q3 2017 Oct 30, 2017	BUY	N/A	1,937 Added 4.46%	45,327 $3.71 Million
Q2 2017 Jun 03, 2019	BUY	N/A	2,341 Added 5.7%	43,390 $3.44 Million
Q1 2017 Jun 03, 2019	BUY	N/A	3,477 Added 9.25%	41,049 $3.05 Million
Q4 2016 Jun 03, 2019	SELL	N/A	-76,330 Reduced 67.01%	37,572 $2.59 Million
Q2 2016 Jun 03, 2019	BUY	N/A	102,272 Added 879.38%	113,902 $8.17 Million
Q1 2016 Jun 03, 2019	BUY	N/A	11,630	11,630 $1.07 Million

Others Institutions Holding XLV

# of Institutions

2,026

Shares Held

201M

Call Options Held

9.84M

Put Options Held

18.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account