Wealth Advisors, Inc. Select Sector Spdr Fund Health Transaction History

Wealth Advisors, Inc.

$223 Million
Q3 2023

A detailed history of Wealth Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealth Advisors, Inc. holds 81,344 shares of XLV stock, worth $10.8 Million. This represents 4.69% of its overall portfolio holdings.

Number of Shares

81,344

Previous 83,403 2.47%

Holding current value

$10.8 Million

Previous $11.1 Million 5.4%

% of portfolio

4.69%

Previous 4.71%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	SELL	$128.74 - $136.24 $265,075 - $280,518	-2,059 Reduced 2.47%	81,344 $10.5 Million
Q2 2023 Jul 17, 2023	SELL	$126.74 - $135.66 $666,272 - $713,164	-5,257 Reduced 5.93%	83,403 $11.1 Million
Q1 2023 May 05, 2023	SELL	$124.15 - $135.82 $441,353 - $482,840	-3,555 Reduced 3.86%	88,660 $11.5 Million
Q4 2022 Jan 25, 2023	SELL	$121.85 - $140.1 $603,401 - $693,775	-4,952 Reduced 5.1%	92,215 $0
Q3 2022 Oct 13, 2022	BUY	$121.11 - $134.29 $7,993 - $8,863	66 Added 0.07%	97,167 $11.8 Million
Q2 2022 Aug 05, 2022	BUY	$119.89 - $142.83 $23,258 - $27,709	194 Added 0.2%	97,101 $12.5 Million
Q1 2022 Apr 14, 2022	SELL	$126.55 - $139.44 $171,095 - $188,522	-1,352 Reduced 1.38%	96,907 $13.3 Million
Q4 2021 Jan 24, 2022	BUY	$125.34 - $141.49 $71,945 - $81,215	574 Added 0.59%	98,259 $13.8 Million
Q3 2021 Nov 15, 2021	SELL	$127.07 - $136.85 $162,268 - $174,757	-1,277 Reduced 1.29%	97,685 $12.2 Million
Q2 2021 Aug 04, 2021	BUY	$116.39 - $126.03 $41,202 - $44,614	354 Added 0.36%	98,962 $13 Million
Q1 2021 Apr 28, 2021	BUY	$110.8 - $118.5 $2.39 Million - $2.56 Million	21,585 Added 28.02%	98,608 $12 Million
Q4 2020 Feb 04, 2021	SELL	$101.66 - $113.44 $478,106 - $533,508	-4,703 Reduced 5.75%	77,023 $8.74 Million
Q3 2020 Oct 19, 2020	BUY	$100.71 - $109.44 $1.03 Million - $1.12 Million	10,234 Added 14.31%	81,726 $8.78 Million
Q2 2020 Jul 13, 2020	BUY	$85.21 - $103.92 $704,345 - $859,002	8,266 Added 13.07%	71,492 $7.34 Million
Q1 2020 Apr 17, 2020	BUY	$74.62 - $104.73 $3.69 Million - $5.18 Million	49,470 Added 359.62%	63,226 $6.24 Million
Q4 2019 Mar 16, 2020	BUY	$87.95 - $103.11 $1.21 Million - $1.42 Million	13,756 New	13,756 $1.43 Million

Others Institutions Holding XLV

# of Institutions

2,027

Shares Held

201M

Call Options Held

9.84M

Put Options Held

18.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors, Inc. with notifications on news.

Account

Wealth Advisors, Inc. Select Sector Spdr Fund Health Transaction History