Wealthpoint, LLC Select Sector Spdr Fund Health Transaction History

Wealthpoint, LLC

  • $247 Million
  • Q3 2023

A detailed history of Wealthpoint, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealthpoint, LLC holds 29,737 shares of XLV stock, worth $4.29 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
29,737
Previous 36,153 17.75%
Holding current value
$4.29 Million
Previous $4.8 Million 20.22%
% of portfolio
1.55%
Previous 1.76%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 12, 2023
SELL
$128.74 - $136.24 $825,995 - $874,115
-6,416 Reduced 17.75%
29,737 $3.83 Million
Q2 2023

Jul 24, 2023
SELL
$126.74 - $135.66 $54,371 - $58,198
-429 Reduced 1.17%
36,153 $4.8 Million
Q1 2023

Apr 20, 2023
SELL
$124.15 - $135.82 $178,527 - $195,309
-1,438 Reduced 3.78%
36,582 $4.74 Million
Q4 2022

Jan 24, 2023
BUY
$129.86 - $140.1 $138,690 - $149,626
1,068 Added 2.89%
38,020 $0
Q3 2022

Oct 18, 2022
SELL
N/A
-7,753 Reduced 17.34%
36,952 $4.48 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-1,983 Reduced 4.25%
44,705 $5.73 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-2,866 Reduced 5.78%
46,688 $6.4 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-7,026 Reduced 12.42%
49,554 $6.98 Million
Q3 2021

Nov 01, 2021
BUY
N/A
5,675 Added 11.15%
56,580 $7.2 Million
Q2 2021

Jul 26, 2021
BUY
N/A
4,790 Added 10.39%
50,905 $6.41 Million
Q1 2021

Apr 27, 2021
BUY
N/A
5,615 Added 13.86%
46,115 $5.38 Million
Q4 2020

Feb 08, 2021
BUY
N/A
13,663 Added 50.91%
40,500 $4.59 Million
Q3 2020

Nov 09, 2020
BUY
N/A
6,769 Added 33.73%
26,837 $2.83 Million
Q2 2020

Aug 06, 2020
BUY
N/A
5,676 Added 39.44%
20,068 $2.01 Million
Q1 2020

Apr 16, 2020
BUY
N/A
8,032 Added 126.29%
14,392 $1.28 Million
Q4 2019

Jan 31, 2020
BUY
N/A
1,511 Added 31.16%
6,360 $648,000
Q3 2019

Nov 14, 2019
SELL
N/A
-546 Reduced 10.12%
4,849 $437,000
Q2 2019

Aug 08, 2019
BUY
N/A
828 Added 18.13%
5,395 $500,000
Q1 2019

May 16, 2019
BUY
N/A
408 Added 9.81%
4,567 $419,000
Q4 2018

Feb 15, 2019
BUY
N/A
4,159 New
4,159 $360,000

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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