Powell Investment Advisors, LLC Select Sector Spdr Fund Health Transaction History

Powell Investment Advisors, LLC

$210 Million
Q4 2024

A detailed history of Powell Investment Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 3,615 shares of XLV stock, worth $531,441. This represents 0.24% of its overall portfolio holdings.

Number of Shares

3,615

Previous 264 1269.32%

Holding current value

$531,441

Previous $40,000 1142.5%

% of portfolio

0.24%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$136.28 - $154.74 $456,674 - $518,533	3,351 Added 1269.32%	3,615 $497,000
Q2 2022 Aug 02, 2022	SELL	$119.89 - $142.83 $388,683 - $463,054	-3,242 Reduced 92.47%	264 $34,000
Q1 2022 May 09, 2022	BUY	$126.55 - $139.44 $1,392 - $1,533	11 Added 0.31%	3,506 $480,000
Q4 2021 Jan 14, 2022	BUY	$125.34 - $141.49 $1,504 - $1,697	12 Added 0.34%	3,495 $492,000
Q3 2021 Oct 13, 2021	BUY	$127.07 - $136.85 $1,397 - $1,505	11 Added 0.32%	3,483 $443,000
Q2 2021 Jul 14, 2021	BUY	$116.39 - $126.03 $1,396 - $1,512	12 Added 0.35%	3,472 $437,000
Q1 2021 Apr 14, 2021	BUY	$110.8 - $118.5 $1,218 - $1,303	11 Added 0.32%	3,460 $404,000
Q4 2020 Jan 14, 2021	BUY	$101.66 - $113.44 $1,321 - $1,474	13 Added 0.38%	3,449 $391,000
Q3 2020 Oct 07, 2020	BUY	$100.71 - $109.44 $1,309 - $1,422	13 Added 0.38%	3,436 $362,000
Q2 2020 Jul 31, 2020	BUY	$85.21 - $103.92 $269,178 - $328,283	3,159 Added 1196.59%	3,423 $342,000
Q4 2019 Feb 10, 2020	BUY	$87.95 - $103.11 $23,218 - $27,221	264 New	264 $27,000

Others Institutions Holding XLV

# of Institutions

1,988

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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Powell Investment Advisors, LLC Select Sector Spdr Fund Health Transaction History