Palumbo Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Palumbo Wealth Management LLC

$259 Million
Q4 2024

A detailed history of Palumbo Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 19,849 shares of XLV stock, worth $2.87 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

19,849

Previous 9,948 99.53%

Holding current value

$2.87 Million

Previous $1.53 Million 78.2%

% of portfolio

1.05%

Previous 0.61%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$136.28 - $154.74 $1.35 Million - $1.53 Million	9,901 Added 99.53%	19,849 $2.73 Million
Q3 2024 Oct 28, 2024	BUY	$143.3 - $157.24 $429 - $471	3 Added 0.03%	9,948 $1.53 Million
Q2 2024 Aug 02, 2024	BUY	$138.43 - $147.09 $2,768 - $2,941	20 Added 0.2%	9,945 $1.45 Million
Q1 2024 Apr 15, 2024	BUY	$138.48 - $147.86 $415 - $443	3 Added 0.03%	9,925 $1.47 Million
Q4 2023 Jan 22, 2024	BUY	$123.14 - $136.38 $1,231 - $1,363	10 Added 0.1%	9,922 $1.35 Million
Q3 2023 Oct 16, 2023	BUY	$128.74 - $136.24 $1,158 - $1,226	9 Added 0.09%	9,912 $1.28 Million
Q2 2023 Jul 26, 2023	BUY	$126.74 - $135.66 $1,140 - $1,220	9 Added 0.09%	9,903 $1.31 Million
Q1 2023 May 04, 2023	BUY	$124.15 - $135.82 $870,167 - $951,962	7,009 Added 242.95%	9,894 $1.28 Million
Q4 2022 Feb 13, 2023	BUY	$121.85 - $140.1 $1,096 - $1,260	9 Added 0.31%	2,885 $391,000
Q3 2022 Nov 14, 2022	BUY	$121.11 - $134.29 $1,089 - $1,208	9 Added 0.31%	2,876 $348,000
Q2 2022 Aug 12, 2022	BUY	$119.89 - $142.83 $1,079 - $1,285	9 Added 0.31%	2,867 $368,000
Q1 2022 May 10, 2022	SELL	$126.55 - $139.44 $71,500 - $78,783	-565 Reduced 16.51%	2,858 $391,000
Q4 2021 Feb 16, 2022	BUY	$125.34 - $141.49 $1,128 - $1,273	9 Added 0.26%	3,423 $482,000
Q3 2021 Nov 12, 2021	SELL	$127.07 - $136.85 $11,944 - $12,863	-94 Reduced 2.68%	3,414 $435,000
Q2 2021 Aug 16, 2021	SELL	$116.39 - $126.03 $39,339 - $42,598	-338 Reduced 8.79%	3,508 $442,000
Q1 2021 May 17, 2021	SELL	$110.8 - $118.5 $17,617 - $18,841	-159 Reduced 3.97%	3,846 $449,000
Q4 2020 May 17, 2021	BUY	$101.66 - $113.44 $407,148 - $454,327	4,005 New	4,005 $454,000

Others Institutions Holding XLV

# of Institutions

1,955

Shares Held

199M

Call Options Held

11.3M

Put Options Held

18.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Palumbo Wealth Management LLC Select Sector Spdr Fund Health Transaction History