Means Investment Co., Inc. Spdr Ser Tr S&P Health Care Eq Transaction History

Means Investment Co., Inc.

$917 Million
Q1 2025

A detailed history of Means Investment Co., Inc. transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Means Investment Co., Inc. holds 5,115 shares of XHE stock, worth $399,276. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,115

Previous 11,672 56.18%

Holding current value

$399,276

Previous $1.03 Million 59.34%

% of portfolio

0.05%

Previous 0.11%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$81.05 - $95.73 $531,444 - $627,701	-6,557 Reduced 56.18%	5,115 $420,000
Q3 2024 Oct 18, 2024	BUY	$82.19 - $91.05 $4,684 - $5,189	57 Added 0.49%	11,672 $1.06 Million
Q2 2024 Jul 19, 2024	SELL	$81.26 - $87.72 $228,259 - $246,405	-2,809 Reduced 19.47%	11,615 $980,000
Q1 2024 Apr 17, 2024	SELL	$80.6 - $87.94 $117,434 - $128,128	-1,457 Reduced 9.17%	14,424 $1.27 Million
Q4 2023 Jan 25, 2024	SELL	$66.75 - $85.43 $170,679 - $218,444	-2,557 Reduced 13.87%	15,881 $1.34 Million
Q3 2023 Oct 25, 2023	SELL	$77.25 - $99.07 $178,447 - $228,851	-2,310 Reduced 11.13%	18,438 $1.44 Million
Q2 2023 Jul 31, 2023	SELL	$92.66 - $99.27 $86,451 - $92,618	-933 Reduced 4.3%	20,748 $2.04 Million
Q1 2023 May 08, 2023	SELL	$87.78 - $101.18 $21,418 - $24,687	-244 Reduced 1.11%	21,681 $2.03 Million
Q4 2022 Jan 27, 2023	BUY	$81.63 - $93.6 $897 - $1,029	11 Added 0.05%	21,925 $0
Q3 2022 Oct 17, 2022	SELL	$84.03 - $104.05 $11,091 - $13,734	-132 Reduced 0.6%	21,914 $1.87 Million
Q2 2022 Jul 21, 2022	SELL	$79.2 - $114.46 $475 - $686	-6 Reduced 0.03%	22,046 $1.87 Million
Q1 2022 Apr 26, 2022	BUY	$97.04 - $119.53 $62,784 - $77,335	647 Added 3.02%	22,052 $2.47 Million
Q4 2021 Feb 14, 2022	BUY	$110.55 - $131.87 $8,401 - $10,022	76 Added 0.36%	21,405 $2.51 Million
Q3 2021 Nov 12, 2021	BUY	$121.72 - $133.34 $5,355 - $5,866	44 Added 0.21%	21,329 $2.67 Million
Q2 2021 Aug 10, 2021	SELL	$114.97 - $130.77 $4,138 - $4,707	-36 Reduced 0.17%	21,285 $2.75 Million
Q1 2021 Apr 05, 2021	BUY	$113.22 - $128.96 $25,021 - $28,500	221 Added 1.05%	21,321 $2.55 Million
Q4 2020 Feb 12, 2021	SELL	$96.18 - $114.34 $8,848 - $10,519	-92 Reduced 0.43%	21,100 $2.7 Million
Q3 2020 Nov 09, 2020	SELL	$89.42 - $99.13 $34,516 - $38,264	-386 Reduced 1.79%	21,192 $2.17 Million
Q2 2020 Aug 13, 2020	SELL	$67.85 - $89.85 $35,010 - $46,362	-516 Reduced 2.34%	21,578 $2.04 Million
Q1 2020 Apr 23, 2020	SELL	$59.35 - $90.15 $11,929 - $18,120	-201 Reduced 0.9%	22,094 $1.76 Million
Q4 2019 Jan 21, 2020	SELL	$74.14 - $86.35 $44,335 - $51,637	-598 Reduced 2.61%	22,295 $1.97 Million
Q3 2019 Nov 05, 2019	BUY	$77.27 - $80.75 $80,978 - $84,626	1,048 Added 4.8%	22,893 $1.85 Million
Q2 2019 Aug 07, 2019	BUY	N/A	2,629 Added 13.68%	21,845 $1.78 Million
Q1 2019 Apr 16, 2019	BUY	N/A	10,211 Added 113.39%	19,216 $1.54 Million
Q4 2018 Apr 16, 2019	BUY	N/A	9,005 New	9,005 $631,000

Others Institutions Holding XHE

# of Institutions

Shares Held

887K

Call Options Held

Put Options Held

100

View Full List

About SPDR SER TR S&P HEALTH CARE EQ

Ticker XHE
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Means Investment Co., Inc. Spdr Ser Tr S&P Health Care Eq Transaction History