Kiwi Wealth Investments Limited Partnership Select Sector Spdr Fund Health Transaction History

Kiwi Wealth Investments Limited Partnership

$126 Million
Q4 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$121.85 - $140.1 $287,444 - $330,495	-2,359 Reduced 31.68%	5,087 $691 Million
Q2 2022 Aug 12, 2022	BUY	$119.89 - $142.83 $892,700 - $1.06 Million	7,446 New	7,446 $0
Q1 2020 May 15, 2020	SELL	$74.62 - $104.73 $481,597 - $675,927	-6,454 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$87.95 - $103.11 $567,629 - $665,471	6,454 New	6,454 $657,000

Others Institutions Holding XLV

# of Institutions

1,939

Shares Held

203M

Call Options Held

10.6M

Put Options Held

16.4M

Bank Of America Corp Charlotte, NC

36.8M
Shares

$5.3 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

13.5M
Shares

$1.95 Billion
0.17% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.73 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

7.02M
Shares

$1.01 Billion
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$962 Million
0.47% of portfolio

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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