Steward Partners Investment Advisory, LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 84 shares of XHE stock, worth $7,470. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 84 -0.0%

Holding current value

$7,470

Previous $7,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$92.66 - $99.27 $2,131 - $2,283	-23 Reduced 21.5%	84 $8,000
Q1 2023 May 15, 2023	BUY	$87.78 - $101.18 $3,598 - $4,148	41 Added 62.12%	107 $10,000
Q3 2021 Nov 12, 2021	BUY	$121.72 - $133.34 $243 - $266	2 Added 3.13%	66 $8,000
Q2 2021 Aug 13, 2021	SELL	$114.97 - $130.77 $28,742 - $32,692	-250 Reduced 79.62%	64 $8,000
Q1 2021 May 14, 2021	BUY	$113.22 - $128.96 $28,305 - $32,240	250 Added 390.63%	314 $0
Q2 2019 Jul 25, 2019	BUY	N/A	64 New	64 $5,000
Q4 2018 Jan 15, 2019	SELL	N/A	-64 Closed	0 $0
Q1 2017 Nov 22, 2017	BUY	N/A	64	64 $3,000

Others Institutions Holding XHE

# of Institutions

Shares Held

943K

Call Options Held

900

Put Options Held

100

View Full List

About SPDR SER TR S&P HEALTH CARE EQ

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Steward Partners Investment Advisory, LLC Spdr Ser Tr S&P Health Care Eq Transaction History