Smart Wealth LLC Select Sector Spdr Fund Health Transaction History

Smart Wealth LLC

$281 Billion
Q4 2024

A detailed history of Smart Wealth LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Smart Wealth LLC holds 12,271 shares of XLV stock, worth $1.77 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

12,271

Previous 14,843 17.33%

Holding current value

$1.77 Million

Previous $2.29 Billion 26.16%

% of portfolio

0.6%

Previous 0.9%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$136.28 - $154.74 $350,512 - $397,991	-2,572 Reduced 17.33%	12,271 $1.69 Billion
Q3 2024 Dec 13, 2024	BUY	$143.3 - $157.24 $353,234 - $387,596	2,465 Added 19.91%	14,843 $2.29 Billion
Q2 2024 Dec 13, 2024	BUY	$138.43 - $147.09 $119,880 - $127,379	866 Added 7.52%	12,378 $1.8 Billion
Q1 2024 Dec 13, 2024	BUY	$138.48 - $147.86 $276,821 - $295,572	1,999 Added 21.01%	11,512 $1.7 Billion
Q4 2023 Dec 13, 2024	SELL	$123.14 - $136.38 $55,166 - $61,098	-448 Reduced 4.5%	9,513 $1.3 Billion
Q3 2023 Dec 13, 2024	SELL	$128.74 - $136.24 $1.13 Million - $1.19 Million	-8,760 Reduced 46.79%	9,961 $1.28 Billion
Q2 2023 Dec 13, 2024	BUY	$126.74 - $135.66 $242,200 - $259,246	1,911 Added 11.37%	18,721 $2.48 Billion
Q1 2023 Dec 13, 2024	SELL	$124.15 - $135.82 $217,634 - $238,092	-1,753 Reduced 9.44%	16,810 $2.18 Billion
Q4 2022 Dec 13, 2024	BUY	$121.85 - $140.1 $2.26 Million - $2.6 Million	18,563 New	18,563 $2.52 Billion

Others Institutions Holding XLV

# of Institutions

1,971

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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