Stone Point Wealth LLC Select Sector Spdr Fund Health Transaction History

Stone Point Wealth LLC

$294 Million
Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Stone Point Wealth LLC holds 3,273 shares of XLV stock, worth $488,593. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,273

Previous 3,590 8.83%

Holding current value

$488,593

Previous $552,000 18.48%

% of portfolio

0.15%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$136.28 - $154.74 $43,200 - $49,052	-317 Reduced 8.83%	3,273 $450,000
Q3 2024 Oct 31, 2024	BUY	$143.3 - $157.24 $3,582 - $3,931	25 Added 0.7%	3,590 $552,000
Q2 2024 Jul 30, 2024	SELL	$138.43 - $147.09 $8,305 - $8,825	-60 Reduced 1.66%	3,565 $519,000
Q1 2024 May 01, 2024	BUY	$138.48 - $147.86 $20,910 - $22,326	151 Added 4.35%	3,625 $535,000
Q4 2023 Jan 26, 2024	BUY	$123.14 - $136.38 $177,321 - $196,387	1,440 Added 70.8%	3,474 $473,000
Q3 2023 Oct 25, 2023	BUY	$128.74 - $136.24 $50,594 - $53,542	393 Added 23.95%	2,034 $261,000
Q2 2023 Jul 25, 2023	BUY	$126.74 - $135.66 $207,980 - $222,618	1,641 New	1,641 $217,000
Q4 2022 Jan 20, 2023	BUY	$121.85 - $140.1 $184,602 - $212,251	1,515 New	1,515 $0

Others Institutions Holding XLV

# of Institutions

1,982

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Stone Point Wealth LLC Select Sector Spdr Fund Health Transaction History