Schneider Downs Wealth Management Advisors, LP Select Sector Spdr Fund Health Transaction History

Schneider Downs Wealth Management Advisors, LP

$649 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$125.34 - $141.49 $198,162 - $223,695	-1,581 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$127.07 - $136.85 $200,897 - $216,359	1,581 New	1,581 $201,000

Others Institutions Holding XLV

# of Institutions

1,962

Shares Held

196M

Call Options Held

14.9M

Put Options Held

14.4M

Bank Of America Corp Charlotte, NC

33.2M
Shares

$4.86 Billion
0.34% of portfolio
Jpmorgan Chase & CO New York, NY

13.8M
Shares

$2.02 Billion
0.13% of portfolio
Morgan Stanley New York, NY

13.2M
Shares

$1.93 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

6.83M
Shares

$999 Million
0.33% of portfolio
Goldman Sachs Group Inc New York, NY

5.76M
Shares

$842 Million
0.11% of portfolio

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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