Ulland Investment Advisors, LLC Select Sector Spdr Fund Health Transaction History

Ulland Investment Advisors, LLC

  • $137 Million
  • Q3 2024

A detailed history of Ulland Investment Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 670 shares of XLV stock, worth $98,456. This represents 0.08% of its overall portfolio holdings.

Number of Shares
670
Previous 670 -0.0%
Holding current value
$98,456
Previous $98,000 5.1%
% of portfolio
0.08%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$138.43 - $147.09 $11,074 - $11,767
-80 Reduced 10.67%
670 $98,000
Q4 2023

Jan 16, 2024
SELL
$123.14 - $136.38 $104,669 - $115,923
-850 Reduced 53.13%
750 $102,000
Q3 2023

Oct 23, 2023
SELL
$128.74 - $136.24 $19,311 - $20,436
-150 Reduced 8.57%
1,600 $206,000
Q1 2022

May 09, 2022
SELL
$126.55 - $139.44 $1,898 - $2,091
-15 Reduced 0.85%
1,750 $240,000
Q4 2021

Feb 16, 2022
BUY
$125.34 - $141.49 $221,225 - $249,729
1,765 New
1,765 $249,000

Others Institutions Holding XLV

# of Institutions
1,941
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
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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