A detailed history of Riverpoint Wealth Management Holdings, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Riverpoint Wealth Management Holdings, LLC holds 35,173 shares of XLV stock, worth $5.43 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
35,173
Previous 35,802 1.76%
Holding current value
$5.43 Million
Previous $5.29 Million 3.08%
% of portfolio
1.42%
Previous 1.47%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$138.43 - $147.09 $87,072 - $92,519
-629 Reduced 1.76%
35,173 $5.13 Million
Q1 2024

May 03, 2024

SELL
$138.48 - $147.86 $131,832 - $140,762
-952 Reduced 2.59%
35,802 $5.29 Million
Q4 2023

Feb 05, 2024

BUY
$123.14 - $136.38 $4,433 - $4,909
36 Added 0.1%
36,754 $5.01 Million
Q3 2023

Nov 06, 2023

SELL
$128.74 - $136.24 $5,922 - $6,267
-46 Reduced 0.13%
36,718 $4.73 Million
Q2 2023

Aug 07, 2023

SELL
$126.74 - $135.66 $37,134 - $39,748
-293 Reduced 0.79%
36,764 $4.88 Million
Q1 2023

May 05, 2023

BUY
$124.15 - $135.82 $12,166 - $13,310
98 Added 0.27%
37,057 $4.8 Million
Q4 2022

Feb 07, 2023

BUY
$129.86 - $140.1 $13,375 - $14,430
103 Added 0.28%
36,959 $5.02 Million
Q3 2022

Nov 02, 2022

BUY
N/A
106 Added 0.29%
36,856 $4.46 Million
Q2 2022

Aug 03, 2022

BUY
N/A
101 Added 0.28%
36,750 $4.71 Million
Q1 2022

May 04, 2022

BUY
N/A
92 Added 0.25%
36,649 $5.02 Million
Q4 2021

Feb 11, 2022

SELL
N/A
-4,906 Reduced 11.83%
36,557 $5.15 Million
Q3 2021

Nov 15, 2021

SELL
N/A
-22,303 Reduced 34.98%
41,463 $5.28 Million
Q2 2021

Aug 10, 2021

BUY
N/A
370 Added 0.58%
63,766 $8.03 Million
Q1 2021

May 04, 2021

SELL
N/A
-1,083 Reduced 1.68%
63,396 $7.4 Million
Q4 2020

Feb 23, 2021

BUY
N/A
956 Added 1.5%
64,479 $7.32 Million
Q3 2020

Nov 10, 2020

BUY
N/A
394 Added 0.62%
63,523 $6.7 Million
Q2 2020

Aug 03, 2020

BUY
N/A
785 Added 1.26%
63,129 $6.32 Million
Q1 2020

May 11, 2020

BUY
N/A
5,814 Added 10.28%
62,344 $5.52 Million
Q4 2019

Feb 18, 2020

BUY
N/A
182 Added 0.32%
56,530 $5.76 Million
Q3 2019

Oct 30, 2019

BUY
N/A
5,258 Added 10.29%
56,348 $5.08 Million
Q2 2019

Aug 12, 2019

BUY
N/A
927 Added 1.85%
51,090 $4.73 Million
Q1 2019

May 14, 2019

SELL
N/A
-5,363 Reduced 9.66%
50,163 $4.6 Million
Q4 2018

Feb 13, 2019

BUY
N/A
5,470 Added 10.93%
55,526 $4.81 Million
Q3 2018

Nov 01, 2018

BUY
N/A
240 Added 0.48%
50,056 $4.77 Million
Q2 2018

Jul 27, 2018

BUY
N/A
6,769 Added 15.72%
49,816 $4.16 Million
Q1 2018

Apr 27, 2018

BUY
N/A
365 Added 0.86%
43,047 $3.5 Million
Q4 2017

Feb 13, 2018

BUY
N/A
41 Added 0.1%
42,682 $3.53 Million
Q3 2017

Nov 13, 2017

BUY
N/A
158 Added 0.37%
42,641 $3.52 Million
Q2 2017

Aug 07, 2017

BUY
N/A
42,483
42,483 $3.36 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Riverpoint Wealth Management Holdings, LLC Portfolio

Follow Riverpoint Wealth Management Holdings, LLC 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 Riverpoint Wealth Management Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riverpoint Wealth Management Holdings, LLC with notifications on news.