Strategies Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Strategies Wealth Advisors, LLC

  • $819 Billion
  • Q1 2025

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 2,146 shares of XLV stock, worth $292,886. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,146
Previous 2,144 0.09%
Holding current value
$292,886
Previous $314 Million 0.14%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$137.61 - $149.68 $275 - $299
2 Added 0.09%
2,146 $313 Million
Q4 2024

Feb 13, 2025
SELL
$136.28 - $154.74 $10,221 - $11,605
-75 Reduced 3.38%
2,144 $314 Million
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

# of Institutions
2,002
Shares Held
269M
Call Options Held
9.84M
Put Options Held
18.8M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email