M3 Advisory Group, LLC Select Sector Spdr Fund Health Transaction History

M3 Advisory Group, LLC

$140 Billion
Q4 2024

A detailed history of M3 Advisory Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, M3 Advisory Group, LLC holds 12,145 shares of XLV stock, worth $1.8 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

12,145

Previous 12,308 1.32%

Holding current value

$1.8 Million

Previous $1.9 Billion 11.86%

% of portfolio

1.2%

Previous 1.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$136.28 - $154.74 $22,213 - $25,222	-163 Reduced 1.32%	12,145 $1.67 Billion
Q3 2024 Oct 17, 2024	BUY	$143.3 - $157.24 $61,619 - $67,613	430 Added 3.62%	12,308 $1.9 Billion
Q2 2024 Jul 19, 2024	BUY	$138.43 - $147.09 $94,962 - $100,903	686 Added 6.13%	11,878 $1.73 Billion
Q1 2024 Apr 29, 2024	BUY	$138.48 - $147.86 $99,982 - $106,754	722 Added 6.9%	11,192 $1.65 Billion
Q4 2023 Mar 19, 2024	BUY	$123.14 - $136.38 $1.29 Million - $1.43 Million	10,470 New	10,470 $1.43 Billion

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

More about XLV

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M3 Advisory Group, LLC Select Sector Spdr Fund Health Transaction History