A detailed history of Means Investment Co., Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Means Investment Co., Inc. holds 40,304 shares of XLV stock, worth $5.76 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
40,304
Previous 33,357 20.83%
Holding current value
$5.76 Million
Previous $4.86 Million 27.69%
% of portfolio
0.7%
Previous 0.59%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$143.3 - $157.24 $995,505 - $1.09 Million
6,947 Added 20.83%
40,304 $6.21 Million
Q2 2024

Jul 19, 2024

BUY
$138.43 - $147.09 $1.61 Million - $1.71 Million
11,644 Added 53.63%
33,357 $4.86 Million
Q1 2024

Apr 17, 2024

BUY
$138.48 - $147.86 $1.09 Million - $1.16 Million
7,877 Added 56.93%
21,713 $3.21 Million
Q4 2023

Jan 25, 2024

SELL
$123.14 - $136.38 $174,366 - $193,114
-1,416 Reduced 9.28%
13,836 $1.89 Million
Q3 2023

Oct 25, 2023

SELL
$128.74 - $136.24 $63,855 - $67,575
-496 Reduced 3.15%
15,252 $1.96 Million
Q2 2023

Jul 31, 2023

SELL
$126.74 - $135.66 $31,558 - $33,779
-249 Reduced 1.56%
15,748 $2.09 Million
Q1 2023

May 08, 2023

BUY
$124.15 - $135.82 $187,342 - $204,952
1,509 Added 10.42%
15,997 $2.07 Million
Q4 2022

Jan 27, 2023

BUY
$121.85 - $140.1 $1.32 Million - $1.51 Million
10,812 Added 294.12%
14,488 $0
Q3 2022

Oct 17, 2022

BUY
$121.11 - $134.29 $137,338 - $152,284
1,134 Added 44.61%
3,676 $445,000
Q2 2022

Jul 21, 2022

BUY
$119.89 - $142.83 $6,953 - $8,284
58 Added 2.33%
2,542 $326,000
Q1 2022

Apr 26, 2022

BUY
$126.55 - $139.44 $31,384 - $34,581
248 Added 11.09%
2,484 $340,000
Q4 2021

Feb 14, 2022

BUY
$125.34 - $141.49 $114,811 - $129,604
916 Added 69.39%
2,236 $315,000
Q3 2021

Nov 12, 2021

BUY
$127.07 - $136.85 $167,732 - $180,642
1,320 New
1,320 $168,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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