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

Strategies Wealth Advisors, LLC

$650 Billion
Q1 2024

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 2,330 shares of XLV stock, worth $346,517. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,330

Previous 2,292 1.66%

Holding current value

$346,517

Previous $313 Million 10.12%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$129.86 - $140.1 $28,049 - $30,261	-216 Reduced 9.68%	2,016 $274 Million
Q2 2022 Jun 27, 2023	SELL	N/A	-416 Reduced 15.71%	2,232 $286 Million
Q1 2022 Jun 27, 2023	SELL	N/A	-12 Reduced 0.45%	2,648 $363 Million
Q4 2021 Jun 26, 2023	BUY	N/A	2,660 New	2,660 $375 Million

Others Institutions Holding XLV

# of Institutions

1,835

Shares Held

210M

Call Options Held

9.43M

Put Options Held

12.7M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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