Spartan Planning & Wealth Management Select Sector Spdr Fund Health Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 814 shares of XLV stock, worth $117,419. This represents 0.12% of its overall portfolio holdings.

Number of Shares
814
Previous 443 83.75%
Holding current value
$117,419
Previous $57,000 94.74%
% of portfolio
0.12%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
BUY
$123.14 - $136.38 $45,684 - $50,596
371 Added 83.75%
814 $111,000
Q3 2023

Nov 17, 2023
BUY
$128.74 - $136.24 $57,031 - $60,354
443 New
443 $57,000

Others Institutions Holding XLV

# of Institutions
1,834
Shares Held
210M
Call Options Held
9.43M
Put Options Held
12.8M
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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