Schwarz Dygos Wheeler Investment Advisors LLC Select Sector Spdr Fund Health Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $399 Million
  • Q4 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 1,820 shares of XLV stock, worth $266,502. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,820
Previous 1,670 8.98%
Holding current value
$266,502
Previous $257,000 2.72%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$136.28 - $154.74 $20,442 - $23,211
150 Added 8.98%
1,820 $250,000
Q4 2021

Feb 08, 2022
SELL
$125.34 - $141.49 $6,267 - $7,074
-50 Reduced 2.91%
1,670 $235,000
Q1 2021

May 07, 2021
BUY
$110.8 - $118.5 $190,576 - $203,820
1,720 New
1,720 $201,000

Others Institutions Holding XLV

# of Institutions
1,935
Shares Held
207M
Call Options Held
11.1M
Put Options Held
16.6M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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