Soltis Investment Advisors LLC Select Sector Spdr Fund Health Transaction History

Soltis Investment Advisors LLC

  • $991 Million
  • Q3 2024

A detailed history of Soltis Investment Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 14,558 shares of XLV stock, worth $2.07 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
14,558
Previous 14,558 -0.0%
Holding current value
$2.07 Million
Previous $2.24 Million -0.0%
% of portfolio
0.23%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 18, 2024
SELL
$143.3 - $157.24 $497,967 - $546,409
-3,475 Reduced 19.27%
14,558 $2.24 Million
Q2 2024

Aug 12, 2024
SELL
$138.43 - $147.09 $774,515 - $822,968
-5,595 Reduced 23.68%
18,033 $2.63 Million
Q1 2024

Apr 29, 2024
BUY
$138.48 - $147.86 $687,830 - $734,420
4,967 Added 26.62%
23,628 $3.49 Million
Q4 2023

Jan 26, 2024
BUY
$123.14 - $136.38 $2.3 Million - $2.54 Million
18,661 New
18,661 $2.54 Million

Others Institutions Holding XLV

# of Institutions
1,928
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
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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