Lowe Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q4 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 75 shares of XLV stock, worth $11,028. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 75 -0.0%

Holding current value

$11,028

Previous $11,000 9.09%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 08, 2024	SELL	$138.48 - $147.86 $357,278 - $381,478	-2,580 Reduced 97.18%	75 $11,000
Q4 2023 Jan 04, 2024	SELL	$123.14 - $136.38 $52,334 - $57,961	-425 Reduced 13.8%	2,655 $362,000
Q3 2023 Oct 20, 2023	SELL	$128.74 - $136.24 $47,633 - $50,408	-370 Reduced 10.72%	3,080 $396,000
Q2 2023 Jul 06, 2023	SELL	$126.74 - $135.66 $54,498 - $58,333	-430 Reduced 11.08%	3,450 $457,000
Q1 2023 Apr 05, 2023	BUY	$124.15 - $135.82 $22,347 - $24,447	180 Added 4.86%	3,880 $502,000
Q4 2022 Jan 17, 2023	SELL	$121.85 - $140.1 $6,092 - $7,005	-50 Reduced 1.33%	3,700 $0
Q3 2022 Oct 06, 2022	BUY	$121.11 - $134.29 $15,744 - $17,457	130 Added 3.59%	3,750 $454,000
Q2 2022 Jul 07, 2022	BUY	$119.89 - $142.83 $348,280 - $414,921	2,905 Added 406.29%	3,620 $464,000
Q1 2022 Apr 08, 2022	BUY	$126.55 - $139.44 $66,818 - $73,624	528 Added 282.35%	715 $98,000
Q2 2021 Jul 01, 2021	BUY	$116.39 - $126.03 $21,764 - $23,567	187 New	187 $0
Q2 2019 Jul 10, 2019	SELL	N/A	-66 Closed	0 $0
Q1 2019 Apr 08, 2019	BUY	N/A	66 New	66 $6,000
Q1 2018 Apr 06, 2018	SELL	N/A	-26,694 Closed	0 $0
Q4 2017 Jan 18, 2018	SELL	N/A	-229 Reduced 0.85%	26,694 $2.21 Million
Q3 2017 Oct 05, 2017	BUY	N/A	26,923	26,923 $2.2 Million

Others Institutions Holding XLV

# of Institutions

1,925

Shares Held

201M

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

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Lowe Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History