A detailed history of Lm Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lm Advisors LLC holds 28,670 shares of XLV stock, worth $4.38 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,670
Previous 29,945 4.26%
Holding current value
$4.38 Million
Previous $4.42 Million 5.56%
% of portfolio
0.01%
Previous 0.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$138.43 - $147.09 $176,498 - $187,539
-1,275 Reduced 4.26%
28,670 $4.18 Million
Q1 2024

May 15, 2024

BUY
$138.48 - $147.86 $191,517 - $204,490
1,383 Added 4.84%
29,945 $4.42 Million
Q4 2023

Feb 14, 2024

BUY
$123.14 - $136.38 $3.52 Million - $3.9 Million
28,562 New
28,562 $3.9 Billion

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Lm Advisors LLC Portfolio

Follow Lm Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lm Advisors LLC with notifications on news.