A detailed history of Oxford Financial Group LTD transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Oxford Financial Group LTD holds 360 shares of XLV stock, worth $52,437. This represents 0.0% of its overall portfolio holdings.

Number of Shares
360
Previous 915 60.66%
Holding current value
$52,437
Previous $133,000 58.65%
% of portfolio
0.0%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$143.3 - $157.24 $79,531 - $87,268
-555 Reduced 60.66%
360 $55,000
Q2 2024

Aug 13, 2024

SELL
$138.43 - $147.09 $22,148 - $23,534
-160 Reduced 14.88%
915 $133,000
Q1 2024

May 13, 2024

BUY
$138.48 - $147.86 $36,835 - $39,330
266 Added 32.88%
1,075 $158,000
Q4 2023

Feb 14, 2024

BUY
$123.14 - $136.38 $99,620 - $110,331
809 New
809 $110,000
Q1 2023

May 12, 2023

SELL
$124.15 - $135.82 $248 - $271
-2 Reduced 4.55%
42 $5,000
Q4 2022

Feb 14, 2023

SELL
$121.85 - $140.1 $422,697 - $486,006
-3,469 Reduced 98.75%
44 $5,000
Q2 2022

Aug 11, 2022

SELL
$119.89 - $142.83 $20,021 - $23,852
-167 Reduced 4.54%
3,513 $451,000
Q4 2021

Feb 10, 2022

BUY
$125.34 - $141.49 $279,006 - $314,956
2,226 Added 153.09%
3,680 $518,000
Q3 2021

Nov 12, 2021

BUY
$127.07 - $136.85 $35,198 - $37,907
277 Added 23.53%
1,454 $185,000
Q2 2021

Aug 03, 2021

BUY
$116.39 - $126.03 $131,869 - $142,791
1,133 Added 2575.0%
1,177 $148,000
Q1 2021

May 10, 2021

BUY
$110.8 - $118.5 $110 - $118
1 Added 2.33%
44 $5,000
Q4 2020

Feb 10, 2021

BUY
$101.66 - $113.44 $101 - $113
1 Added 2.38%
43 $5,000
Q1 2020

May 12, 2020

BUY
$74.62 - $104.73 $3,134 - $4,398
42 New
42 $4,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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