Means Investment Co., Inc. Select Sector Spdr Fund Health Transaction History

Means Investment Co., Inc.

$931 Million
Q4 2024

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 47,618 shares of XLV stock, worth $6.87 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

47,618

Previous 40,304 18.15%

Holding current value

$6.87 Million

Previous $6.21 Million 5.53%

% of portfolio

0.7%

Previous 0.7%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$136.28 - $154.74 $996,751 - $1.13 Million	7,314 Added 18.15%	47,618 $6.55 Million
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

# of Institutions

1,924

Shares Held

202M

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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Means Investment Co., Inc. Select Sector Spdr Fund Health Transaction History