Lgt Financial Advisors LLC Select Sector Spdr Fund Health Transaction History

Lgt Financial Advisors LLC

$40.5 Billion
Q3 2024

A detailed history of Lgt Financial Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 87 shares of XLV stock, worth $12,120. This represents 0.03% of its overall portfolio holdings.

Number of Shares

Previous 82 6.1%

Holding current value

$12,120

Previous $12 Million 12.29%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$143.3 - $157.24 $716 - $786	5 Added 6.1%	87 $13.5 Million
Q2 2024 Aug 05, 2024	SELL	$138.43 - $147.09 $116,834 - $124,143	-844 Reduced 91.14%	82 $12 Million
Q1 2024 May 02, 2024	BUY	$138.48 - $147.86 $54,838 - $58,552	396 Added 74.72%	926 $137 Million
Q4 2023 Feb 12, 2024	SELL	$123.14 - $136.38 $11,205 - $12,410	-91 Reduced 14.65%	530 $72.3 Million
Q3 2023 Nov 01, 2023	SELL	$128.74 - $136.24 $1,158 - $1,226	-9 Reduced 1.43%	621 $79.9 Million
Q2 2023 Aug 14, 2023	BUY	$126.74 - $135.66 $79,846 - $85,465	630 New	630 $83.6 Million
Q4 2022 Feb 14, 2023	BUY	$121.85 - $140.1 $3,289 - $3,782	27 New	27 $3.73 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

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 Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Account

Lgt Financial Advisors LLC Select Sector Spdr Fund Health Transaction History