Stockman Wealth Management, Inc. Select Sector Spdr Fund Health Transaction History

Stockman Wealth Management, Inc.

$620 Million
Q4 2024

A detailed history of Stockman Wealth Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 32,565 shares of XLV stock, worth $4.79 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

32,565

Previous 28,803 13.06%

Holding current value

$4.79 Million

Previous $4.44 Million 0.97%

% of portfolio

0.72%

Previous 0.71%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$136.28 - $154.74 $512,685 - $582,131	3,762 Added 13.06%	32,565 $4.48 Million
Q3 2024 Nov 04, 2024	BUY	$143.3 - $157.24 $179,125 - $196,550	1,250 Added 4.54%	28,803 $4.44 Million
Q2 2024 Jul 31, 2024	BUY	$138.43 - $147.09 $91,363 - $97,079	660 Added 2.45%	27,553 $4.02 Million
Q1 2024 Apr 17, 2024	BUY	$138.48 - $147.86 $232,507 - $248,256	1,679 Added 6.66%	26,893 $3.97 Million
Q4 2023 Feb 01, 2024	BUY	$123.14 - $136.38 $49,748 - $55,097	404 Added 1.63%	25,214 $3.44 Million
Q3 2023 Oct 31, 2023	SELL	$128.74 - $136.24 $231,732 - $245,232	-1,800 Reduced 6.76%	24,810 $3.19 Million
Q2 2023 Aug 02, 2023	SELL	$126.74 - $135.66 $69,326 - $74,206	-547 Reduced 2.01%	26,610 $3.53 Million
Q1 2023 May 04, 2023	BUY	$124.15 - $135.82 $638,751 - $698,793	5,145 Added 23.37%	27,157 $3.52 Million
Q4 2022 Feb 07, 2023	BUY	$121.85 - $140.1 $2.68 Million - $3.08 Million	22,012 New	22,012 $2.99 Million

Others Institutions Holding XLV

# of Institutions

1,923

Shares Held

202M

Call Options Held

10.6M

Put Options Held

16.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Stockman Wealth Management, Inc. Select Sector Spdr Fund Health Transaction History