Strategic Financial Concepts, LLC Select Sector Spdr Fund Health Transaction History

Strategic Financial Concepts, LLC

  • $415 Billion
  • Q1 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 7,317 shares of XLV stock, worth $1.07 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,317
Previous 4,691 55.98%
Holding current value
$1.07 Million
Previous $640 Million 68.96%
% of portfolio
0.26%
Previous 0.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$138.48 - $147.86 $363,648 - $388,280
2,626 Added 55.98%
7,317 $1.08 Billion
Q4 2023

Jan 18, 2024
SELL
$123.14 - $136.38 $697,464 - $772,456
-5,664 Reduced 54.7%
4,691 $640 Million
Q3 2023

Nov 07, 2023
BUY
$128.74 - $136.24 $517,406 - $547,548
4,019 Added 63.43%
10,355 $1.33 Billion
Q2 2023

Sep 06, 2023
SELL
$126.74 - $135.66 $63,243 - $67,694
-499 Reduced 7.3%
6,336 $841 Million
Q1 2023

Sep 06, 2023
BUY
$124.15 - $135.82 $848,565 - $928,329
6,835 New
6,835 $885 Million

Others Institutions Holding XLV

# of Institutions
1,837
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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