Us Advisors Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Us Advisors Wealth Management, LLC

$265 Million
Q1 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 3,381 shares of XLV stock, worth $488,250. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,381

Previous 6,835 50.53%

Holding current value

$488,250

Previous $932,000 46.46%

% of portfolio

0.19%

Previous 0.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$138.48 - $147.86 $478,309 - $510,708	-3,454 Reduced 50.53%	3,381 $499,000
Q4 2023 Feb 12, 2024	SELL	$123.14 - $136.38 $68,342 - $75,690	-555 Reduced 7.51%	6,835 $932,000
Q3 2023 Nov 09, 2023	BUY	$128.74 - $136.24 $6,437 - $6,812	50 Added 0.68%	7,390 $951,000
Q2 2023 Aug 01, 2023	BUY	$126.74 - $135.66 $216,345 - $231,571	1,707 Added 30.3%	7,340 $966,000
Q1 2023 Apr 13, 2023	BUY	$124.15 - $135.82 $31,409 - $34,362	253 Added 4.7%	5,633 $729,000

Q4 2022 Feb 10, 2023	BUY	$129.86 - $140.1 $104,537 - $112,780	805 Added 17.6%	5,380 $731,000
Q3 2022 Nov 14, 2022	BUY	N/A	1,512 Added 49.36%	4,575 $554,000
Q2 2022 Aug 12, 2022	BUY	N/A	988 Added 47.61%	3,063 $393,000
Q1 2022 Jun 08, 2022	BUY	N/A	2,075 New	2,075 $284,000

Others Institutions Holding XLV

# of Institutions

1,836

Shares Held

210M

Call Options Held

9.43M

Put Options Held

12.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Us Advisors Wealth Management, LLC Select Sector Spdr Fund Health Transaction History