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

Mfa Wealth Advisors, LLC

$391 Million
Q4 2024

A detailed history of Mfa Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Mfa Wealth Advisors, LLC holds 60,619 shares of XLV stock, worth $8.88 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

60,619

Previous 54,053 12.15%

Holding current value

$8.88 Million

Previous $8.33 Million 0.17%

% of portfolio

2.13%

Previous 2.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$136.28 - $154.74 $894,814 - $1.02 Million	6,566 Added 12.15%	60,619 $8.34 Million
Q3 2024 Oct 22, 2024	SELL	$143.3 - $157.24 $448,672 - $492,318	-3,131 Reduced 5.48%	54,053 $8.33 Million
Q2 2024 Jul 22, 2024	BUY	$138.43 - $147.09 $162,932 - $173,124	1,177 Added 2.1%	57,184 $8.33 Million
Q1 2024 Apr 24, 2024	SELL	$138.48 - $147.86 $67,578 - $72,155	-488 Reduced 0.86%	56,007 $8.27 Million
Q4 2023 Feb 14, 2024	BUY	$123.14 - $136.38 $188,157 - $208,388	1,528 Added 2.78%	56,495 $7.7 Million
Q3 2023 Nov 13, 2023	BUY	$128.74 - $136.24 $207,400 - $219,482	1,611 Added 3.02%	54,967 $7.08 Million
Q2 2023 Aug 10, 2023	BUY	$126.74 - $135.66 $169,197 - $181,106	1,335 Added 2.57%	53,356 $7.08 Million
Q1 2023 May 15, 2023	BUY	$124.15 - $135.82 $157,794 - $172,627	1,271 Added 2.5%	52,021 $6.73 Million
Q4 2022 Feb 03, 2023	SELL	$121.85 - $140.1 $149,875 - $172,323	-1,230 Reduced 2.37%	50,750 $6.89 Million
Q3 2022 Nov 22, 2022	BUY	$121.11 - $134.29 $114,691 - $127,172	947 Added 1.86%	51,980 $6.3 Million
Q2 2022 Aug 10, 2022	BUY	$119.89 - $142.83 $134,756 - $160,540	1,124 Added 2.25%	51,033 $6.55 Million
Q1 2022 May 16, 2022	BUY	$126.55 - $139.44 $6.32 Million - $6.96 Million	49,909 New	49,909 $6.84 Million

Others Institutions Holding XLV

# of Institutions

1,972

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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