Soa Wealth Advisors, Llc. Select Sector Spdr Fund Health Transaction History

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3,176 shares of XLV stock, worth $465,601. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,176
Previous 3,176 -0.0%
Holding current value
$465,601
Previous $436,000 -0.0%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 28, 2025
SELL
$136.28 - $154.74 $9,539 - $10,831
-70 Reduced 2.16%
3,176 $436,000
Q3 2024

Oct 08, 2024
SELL
$143.3 - $157.24 $8,168 - $8,962
-57 Reduced 1.73%
3,246 $499,000
Q2 2024

Jul 17, 2024
SELL
$138.43 - $147.09 $13,150 - $13,973
-95 Reduced 2.8%
3,303 $481,000
Q1 2024

Apr 10, 2024
SELL
$138.48 - $147.86 $9,832 - $10,498
-71 Reduced 2.05%
3,398 $501,000
Q4 2023

Jan 10, 2024
BUY
$123.14 - $136.38 $28,199 - $31,231
229 Added 7.07%
3,469 $473,000
Q3 2023

Oct 10, 2023
BUY
$128.74 - $136.24 $3,347 - $3,542
26 Added 0.81%
3,240 $417,000
Q2 2023

Jul 07, 2023
SELL
$126.74 - $135.66 $6,083 - $6,511
-48 Reduced 1.47%
3,214 $426,000
Q1 2023

Apr 28, 2023
SELL
$124.15 - $135.82 $8,069 - $8,828
-65 Reduced 1.95%
3,262 $422,000
Q4 2022

Jan 10, 2023
BUY
$121.85 - $140.1 $1,462 - $1,681
12 Added 0.36%
3,327 $0
Q3 2022

Oct 07, 2022
BUY
$121.11 - $134.29 $56,073 - $62,176
463 Added 16.23%
3,315 $401,000
Q2 2022

Jul 13, 2022
BUY
$119.89 - $142.83 $48,435 - $57,703
404 Added 16.5%
2,852 $365,000
Q1 2022

Apr 07, 2022
BUY
$126.55 - $139.44 $211,465 - $233,004
1,671 Added 215.06%
2,448 $335,000
Q4 2020

Mar 10, 2021
BUY
$101.66 - $113.44 $78,989 - $88,142
777 New
777 $90,000

Others Institutions Holding XLV

# of Institutions
1,988
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, 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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email