Loring Wolcott & Coolidge Fiduciary Advisors LLP Select Sector Spdr Fund Health Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	BUY	$128.74 - $136.24 $106,210 - $112,398	825 New	825 $106,000
Q4 2018 Feb 13, 2019	SELL	N/A	-2,355 Closed	0 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-7,083 Reduced 75.05%	2,355 $197,000
Q1 2018 Apr 20, 2018	BUY	N/A	2,553 Added 37.08%	9,438 $768,000
Q3 2017 Oct 27, 2017	BUY	N/A	6,885	6,885 $563,000

Others Institutions Holding XLV

# of Institutions

1,941

Shares Held

203M

Call Options Held

10.6M

Put Options Held

16.4M

Bank Of America Corp Charlotte, NC

36.8M
Shares

$5.42 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

13.5M
Shares

$1.99 Billion
0.17% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.77 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

7.02M
Shares

$1.03 Billion
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$984 Million
0.47% of portfolio

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About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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