Moneta Group Investment Advisors LLC Select Sector Spdr Fund Health Transaction History

Moneta Group Investment Advisors LLC

  • $6.28 Billion
  • Q2 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 10,191 shares of XLV stock, worth $1.56 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,191
Previous 8,942 13.97%
Holding current value
$1.56 Million
Previous $1.32 Million 12.41%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$138.43 - $147.09 $172,899 - $183,715
1,249 Added 13.97%
10,191 $1.49 Million
Q1 2024

Aug 13, 2024
BUY
$138.48 - $147.86 $40,159 - $42,879
290 Added 3.35%
8,942 $1.32 Million
Q4 2023

Feb 15, 2024
SELL
$123.14 - $136.38 $41,251 - $45,687
-335 Reduced 3.73%
8,652 $1.18 Million
Q3 2023

Nov 15, 2023
BUY
$128.74 - $136.24 $83,809 - $88,692
651 Added 7.81%
8,987 $1.16 Million
Q2 2023

Aug 15, 2023
SELL
$126.74 - $135.66 $4,689 - $5,019
-37 Reduced 0.44%
8,336 $1.11 Million
Q1 2023

May 15, 2023
SELL
$124.15 - $135.82 $14,153 - $15,483
-114 Reduced 1.34%
8,373 $1.08 Million
Q4 2022

Feb 16, 2023
BUY
$121.85 - $140.1 $544,303 - $625,826
4,467 Added 111.12%
8,487 $1.15 Million
Q4 2022

Feb 16, 2023
SELL
$121.85 - $140.1 $1.01 Billion - $1.17 Billion
-8,317,209 Reduced 99.95%
4,020 $546,000
Q4 2022

Feb 15, 2023
BUY
$121.85 - $140.1 $1.01 Billion - $1.16 Billion
8,313,203 Added 103578.41%
8,321,229 $1.13 Billion
Q3 2022

Nov 14, 2022
SELL
$121.11 - $134.29 $29,066 - $32,229
-240 Reduced 2.9%
8,026 $972,000
Q2 2022

Aug 15, 2022
BUY
$119.89 - $142.83 $92,195 - $109,836
769 Added 10.26%
8,266 $1.06 Million
Q1 2022

May 11, 2022
BUY
$126.55 - $139.44 $19,109 - $21,055
151 Added 2.06%
7,497 $1.03 Million
Q4 2021

Feb 11, 2022
SELL
$125.34 - $141.49 $877 - $990
-7 Reduced 0.1%
7,346 $1.04 Million
Q3 2021

Nov 12, 2021
BUY
$127.07 - $136.85 $94,921 - $102,226
747 Added 11.31%
7,353 $936,000
Q2 2021

Aug 13, 2021
SELL
$116.39 - $126.03 $814 - $882
-7 Reduced 0.11%
6,606 $832,000
Q1 2021

May 14, 2021
BUY
$110.8 - $118.5 $732,720 - $783,640
6,613 New
6,613 $772,000
Q4 2018

Feb 11, 2019
SELL
N/A
-1,333 Closed
0 $0
Q3 2018

Nov 13, 2018
SELL
N/A
-720 Reduced 35.07%
1,333 $127,000
Q2 2018

Aug 15, 2018
SELL
N/A
-76,433 Reduced 97.38%
2,053 $171,000
Q2 2018

Aug 15, 2018
SELL
N/A
-1,754 Reduced 2.19%
78,486 $171,000
Q2 2018

Aug 14, 2018
BUY
N/A
80,240 New
80,240 $336,000

Others Institutions Holding XLV

# of Institutions
1,857
Shares Held
194M
Call Options Held
8.49M
Put Options Held
10.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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