Successful Portfolios LLC Select Sector Spdr Fund Health Transaction History

Successful Portfolios LLC

  • $149 Million
  • Q4 2024

A detailed history of Successful Portfolios LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Successful Portfolios LLC holds 2,042 shares of XLV stock, worth $299,010. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,042
Previous 1,967 3.81%
Holding current value
$299,010
Previous $302,000 7.28%
% of portfolio
0.19%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$136.28 - $154.74 $10,221 - $11,605
75 Added 3.81%
2,042 $280,000
Q2 2023

Jul 20, 2023
SELL
$126.74 - $135.66 $38,022 - $40,698
-300 Reduced 13.23%
1,967 $261,000
Q1 2023

Apr 21, 2023
BUY
$124.15 - $135.82 $7,449 - $8,149
60 Added 2.72%
2,267 $293,000
Q4 2022

Jan 27, 2023
BUY
$121.85 - $140.1 $12,185 - $14,010
100 Added 4.75%
2,207 $0
Q1 2021

Apr 20, 2021
BUY
$110.8 - $118.5 $22,160 - $23,700
200 Added 10.49%
2,107 $246,000
Q3 2020

Oct 13, 2020
BUY
$100.71 - $109.44 $192,053 - $208,702
1,907 New
1,907 $201,000
Q1 2020

Apr 23, 2020
SELL
$74.62 - $104.73 $154,985 - $217,524
-2,077 Closed
0 $0
Q4 2019

Jan 23, 2020
SELL
$87.95 - $103.11 $17,590 - $20,622
-200 Reduced 8.78%
2,077 $212,000
Q1 2019

Apr 22, 2019
BUY
N/A
2,277 New
2,277 $209,000
Q4 2018

Jan 14, 2019
SELL
N/A
-2,227 Closed
0 $0
Q3 2018

Oct 15, 2018
BUY
N/A
2,227 New
2,227 $212,000

Others Institutions Holding XLV

# of Institutions
1,972
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
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 Successful Portfolios LLC Portfolio

Follow Successful Portfolios 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 Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email