Oak Family Advisors, LLC Select Sector Spdr Fund Health Transaction History

Oak Family Advisors, LLC

  • $268 Million
  • Q4 2024

A detailed history of Oak Family Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Oak Family Advisors, LLC holds 1,465 shares of XLV stock, worth $211,414. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,465
Previous 2,901 49.5%
Holding current value
$211,414
Previous $446,000 54.93%
% of portfolio
0.07%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$136.28 - $154.74 $195,698 - $222,206
-1,436 Reduced 49.5%
1,465 $201,000
Q3 2024

Oct 17, 2024
SELL
$143.3 - $157.24 $3.08 Million - $3.38 Million
-21,467 Reduced 88.1%
2,901 $446,000
Q2 2024

Jul 23, 2024
BUY
$138.43 - $147.09 $3.37 Million - $3.58 Million
24,368 New
24,368 $3.55 Million
Q4 2023

Jan 30, 2024
BUY
$123.14 - $136.38 $209,338 - $231,846
1,700 New
1,700 $231,000
Q3 2021

Nov 10, 2021
SELL
$127.07 - $136.85 $505,484 - $544,389
-3,978 Closed
0 $0
Q2 2021

Jul 29, 2021
BUY
$116.39 - $126.03 $20,368 - $22,055
175 Added 4.6%
3,978 $501,000
Q4 2020

Feb 12, 2021
BUY
$101.66 - $113.44 $386,612 - $431,412
3,803 New
3,803 $0

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

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