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

Schneider Downs Wealth Management Advisors, LP

$439 Million
Q2 2024

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

1,872

Shares Held

194M

Call Options Held

8.49M

Put Options Held

10.4M

Bank Of America Corp Charlotte, NC

38.3M
Shares

$5.87 Billion
0.5% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$1.7 Billion
0.13% of portfolio
Jpmorgan Chase & CO New York, NY

11M
Shares

$1.69 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

6.8M
Shares

$1.04 Billion
0.24% of portfolio
Envestnet Asset Management Inc

6.2M
Shares

$949 Million
0.32% of portfolio

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About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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