Key Client Fiduciary Advisors, LLC Select Sector Spdr Fund Health Transaction History

Key Client Fiduciary Advisors, LLC

  • $169 Million
  • Q1 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 4,779 shares of XLV stock, worth $690,135. This represents 0.42% of its overall portfolio holdings.

Number of Shares
4,779
Previous 5,056 5.48%
Holding current value
$690,135
Previous $689,000 2.47%
% of portfolio
0.42%
Previous 0.44%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$138.48 - $147.86 $38,358 - $40,957
-277 Reduced 5.48%
4,779 $706,000
Q4 2023

Jan 09, 2024
BUY
$123.14 - $136.38 $5,787 - $6,409
47 Added 0.94%
5,056 $689,000
Q3 2023

Nov 14, 2023
SELL
$128.74 - $136.24 $63,597 - $67,302
-494 Reduced 8.98%
5,009 $644,000
Q2 2023

Jul 13, 2023
SELL
$126.74 - $135.66 $98,603 - $105,543
-778 Reduced 12.39%
5,503 $730,000
Q1 2023

Apr 25, 2023
BUY
$124.15 - $135.82 $113,845 - $124,546
917 Added 17.1%
6,281 $813,000
Q4 2022

Jan 17, 2023
BUY
$129.86 - $140.1 $169,727 - $183,110
1,307 Added 32.22%
5,364 $0
Q3 2022

Oct 12, 2022
BUY
N/A
79 Added 1.99%
4,057 $491,000
Q2 2022

Jul 19, 2022
BUY
N/A
128 Added 3.32%
3,978 $510,000
Q1 2022

Apr 18, 2022
BUY
N/A
684 Added 21.6%
3,850 $527,000
Q4 2021

Mar 01, 2022
BUY
N/A
3,166 New
3,166 $446,000

Others Institutions Holding XLV

# of Institutions
1,836
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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