Valley Financial Management, Inc. Select Sector Spdr Fund Health Transaction History

Valley Financial Management, Inc.

  • $193 Billion
  • Q2 2023

A detailed history of Valley Financial Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Valley Financial Management, Inc. holds 53,550 shares of XLV stock, worth $7.73 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares
53,550
Previous 50,323 6.41%
Holding current value
$7.73 Million
Previous $6.51 Billion 9.1%
% of portfolio
3.68%
Previous 4.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$126.74 - $135.66 $408,989 - $437,774
3,227 Added 6.41%
53,550 $7.11 Billion
Q1 2023

May 15, 2023
SELL
$124.15 - $135.82 $2.17 Million - $2.37 Million
-17,459 Reduced 25.76%
50,323 $6.51 Billion
Q4 2022

Feb 14, 2023
BUY
$129.86 - $140.1 $2.87 Million - $3.1 Million
22,102 Added 48.38%
67,782 $9.21 Billion
Q3 2022

Nov 14, 2022
BUY
N/A
45,680 New
45,680 $5.53 Billion

Others Institutions Holding XLV

# of Institutions
1,834
Shares Held
210M
Call Options Held
9.43M
Put Options Held
12.8M
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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