Intrepid Financial Planning Group LLC Select Sector Spdr Fund Health Transaction History

Intrepid Financial Planning Group LLC

  • $232 Million
  • Q3 2024

A detailed history of Intrepid Financial Planning Group LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 15,437 shares of XLV stock, worth $2.13 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
15,437
Previous 16,294 5.26%
Holding current value
$2.13 Million
Previous $2.37 Million 0.13%
% of portfolio
1.02%
Previous 1.02%

Shares

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

Nov 04, 2024
SELL
$143.3 - $157.24 $122,808 - $134,754
-857 Reduced 5.26%
15,437 $2.38 Million
Q2 2024

Aug 12, 2024
SELL
$138.43 - $147.09 $11,074 - $11,767
-80 Reduced 0.49%
16,294 $2.37 Million
Q1 2024

May 13, 2024
BUY
$138.48 - $147.86 $1,384 - $1,478
10 Added 0.06%
16,374 $2.42 Million
Q4 2023

Feb 13, 2024
SELL
$123.14 - $136.38 $41,375 - $45,823
-336 Reduced 2.01%
16,364 $2.23 Million
Q3 2023

Nov 03, 2023
SELL
$128.74 - $136.24 $149,595 - $158,310
-1,162 Reduced 6.51%
16,700 $2.15 Million
Q2 2023

Aug 09, 2023
SELL
$126.74 - $135.66 $38,782 - $41,511
-306 Reduced 1.68%
17,862 $2.37 Million
Q1 2023

May 02, 2023
BUY
$124.15 - $135.82 $496 - $543
4 Added 0.02%
18,168 $2.35 Million
Q4 2022

Feb 02, 2023
SELL
$121.85 - $140.1 $21,811 - $25,077
-179 Reduced 0.98%
18,164 $2.47 Million
Q3 2022

Nov 07, 2022
BUY
$121.11 - $134.29 $2,543 - $2,820
21 Added 0.11%
18,343 $2.22 Million
Q2 2022

Aug 15, 2022
BUY
$119.89 - $142.83 $2.2 Million - $2.62 Million
18,322 New
18,322 $2.35 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
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