Stone House Investment Management, LLC Select Sector Spdr Fund Health Transaction History

Stone House Investment Management, LLC

$477 Million
Q3 2024

A detailed history of Stone House Investment Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Stone House Investment Management, LLC holds 828 shares of XLV stock, worth $116,069. This represents 0.03% of its overall portfolio holdings.

Number of Shares

828

Previous 825 0.36%

Holding current value

$116,069

Previous $120,000 5.83%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$143.3 - $157.24 $429 - $471	3 Added 0.36%	828 $127,000
Q2 2024 Aug 14, 2024	BUY	$138.43 - $147.09 $415 - $441	3 Added 0.36%	825 $120,000
Q1 2024 May 15, 2024	BUY	$138.48 - $147.86 $415 - $443	3 Added 0.37%	822 $121,000
Q4 2023 Jan 30, 2024	SELL	$123.14 - $136.38 $26,351 - $29,185	-214 Reduced 20.72%	819 $111,000
Q3 2023 Nov 14, 2023	BUY	$128.74 - $136.24 $14,933 - $15,803	116 Added 12.65%	1,033 $132,000
Q2 2023 Aug 10, 2023	BUY	$126.74 - $135.66 $14,701 - $15,736	116 Added 14.48%	917 $121,000
Q1 2023 Apr 25, 2023	BUY	$124.15 - $135.82 $99,444 - $108,791	801 New	801 $103,000

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

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone House Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone House Investment Management, LLC with notifications on news.

Account

Stone House Investment Management, LLC Select Sector Spdr Fund Health Transaction History