Ratio Wealth Group Select Sector Spdr Fund Health Transaction History

Ratio Wealth Group

  • $516 Million
  • Q1 2024

A detailed history of Ratio Wealth Group transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Ratio Wealth Group holds 16,904 shares of XLV stock, worth $2.35 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
16,904
Previous 16,999 0.56%
Holding current value
$2.35 Million
Previous $2.32 Million 7.72%
% of portfolio
0.48%
Previous 0.5%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$138.48 - $147.86 $13,155 - $14,046
-95 Reduced 0.56%
16,904 $2.5 Million
Q4 2023

Feb 13, 2024
BUY
$123.14 - $136.38 $807,182 - $893,970
6,555 Added 62.76%
16,999 $2.32 Million
Q3 2023

Nov 14, 2023
SELL
$128.74 - $136.24 $39,780 - $42,098
-309 Reduced 2.87%
10,444 $1.34 Million
Q2 2023

Oct 10, 2023
BUY
$126.74 - $135.66 $30,417 - $32,558
240 Added 2.28%
10,753 $1.43 Million
Q4 2022

Mar 24, 2023
BUY
$121.85 - $140.1 $140,980 - $162,095
1,157 Added 12.37%
10,513 $1.43 Million
Q3 2022

Mar 24, 2023
BUY
$121.11 - $134.29 $38,512 - $42,704
318 Added 3.52%
9,356 $0
Q2 2022

Mar 24, 2023
BUY
$119.89 - $142.83 $1.08 Million - $1.29 Million
9,038 New
9,038 $0

Others Institutions Holding XLV

# of Institutions
1,997
Shares Held
205M
Call Options Held
13.1M
Put Options Held
19.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Ratio Wealth Group Portfolio

Follow Ratio Wealth Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ratio Wealth Group, based on Form 13F filings with the SEC.

News

Stay updated on Ratio Wealth Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email