A detailed history of Strategies Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 2,219 shares of XLV stock, worth $309,151. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,219
Previous 2,433 8.8%
Holding current value
$309,151
Previous $355 Million 3.62%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$143.3 - $157.24 $30,666 - $33,649
-214 Reduced 8.8%
2,219 $342 Million
Q2 2024

Jul 29, 2024

BUY
$138.43 - $147.09 $14,258 - $15,150
103 Added 4.42%
2,433 $355 Million
Q1 2024

Apr 22, 2024

BUY
$138.48 - $147.86 $5,262 - $5,618
38 Added 1.66%
2,330 $344 Million
Q4 2023

Jan 22, 2024

BUY
$123.14 - $136.38 $9,235 - $10,228
75 Added 3.38%
2,292 $313 Million
Q3 2023

Oct 10, 2023

BUY
$128.74 - $136.24 $386 - $408
3 Added 0.14%
2,217 $285 Million
Q2 2023

Jul 12, 2023

BUY
$126.74 - $135.66 $16,983 - $18,178
134 Added 6.44%
2,214 $294 Million
Q1 2023

Jun 27, 2023

BUY
$124.15 - $135.82 $7,945 - $8,692
64 Added 3.17%
2,080 $269 Million
Q4 2022

Jun 27, 2023

SELL
$121.85 - $140.1 $26,319 - $30,261
-216 Reduced 9.68%
2,016 $274 Million
Q2 2022

Jun 27, 2023

SELL
$119.89 - $142.83 $49,874 - $59,417
-416 Reduced 15.71%
2,232 $286 Million
Q1 2022

Jun 27, 2023

SELL
$126.55 - $139.44 $1,518 - $1,673
-12 Reduced 0.45%
2,648 $363 Million
Q4 2021

Jun 26, 2023

BUY
$125.34 - $141.49 $333,404 - $376,363
2,660 New
2,660 $375 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Strategies Wealth Advisors, LLC Portfolio

Follow Strategies Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.