Wealthspire Advisors, LLC Select Sector Spdr Fund Health Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 29,117 shares of XLV stock, worth $4.05 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
29,117
Previous 25,656 13.49%
Holding current value
$4.05 Million
Previous $3.74 Million 19.93%
% of portfolio
0.05%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$143.3 - $157.24 $495,961 - $544,207
3,461 Added 13.49%
29,117 $4.48 Million
Q2 2024

Aug 08, 2024
BUY
$138.43 - $147.09 $1.55 Million - $1.65 Million
11,212 Added 77.62%
25,656 $3.74 Million
Q1 2024

May 06, 2024
SELL
$138.48 - $147.86 $28,665 - $30,607
-207 Reduced 1.41%
14,444 $2.13 Million
Q4 2023

Feb 06, 2024
BUY
$123.14 - $136.38 $204,166 - $226,118
1,658 Added 12.76%
14,651 $2 Million
Q3 2023

Nov 06, 2023
SELL
$128.74 - $136.24 $139,167 - $147,275
-1,081 Reduced 7.68%
12,993 $1.67 Million
Q2 2023

Jul 31, 2023
SELL
$126.74 - $135.66 $5,449 - $5,833
-43 Reduced 0.3%
14,074 $1.87 Million
Q1 2023

May 09, 2023
BUY
$124.15 - $135.82 $15,891 - $17,384
128 Added 0.92%
14,117 $1.83 Million
Q4 2022

Feb 13, 2023
BUY
$121.85 - $140.1 $75,790 - $87,142
622 Added 4.65%
13,989 $1.9 Million
Q3 2022

Nov 14, 2022
BUY
$121.11 - $134.29 $113,722 - $126,098
939 Added 7.56%
13,367 $1.62 Million
Q2 2022

Aug 09, 2022
BUY
$119.89 - $142.83 $742,358 - $884,403
6,192 Added 99.29%
12,428 $1.59 Million
Q1 2022

May 09, 2022
BUY
$126.55 - $139.44 $178,308 - $196,470
1,409 Added 29.19%
6,236 $854,000
Q4 2021

Feb 14, 2022
SELL
$125.34 - $141.49 $31,209 - $35,231
-249 Reduced 4.91%
4,827 $680,000
Q3 2021

Nov 15, 2021
BUY
$127.07 - $136.85 $645,007 - $694,650
5,076 New
5,076 $646,000
Q2 2021

Aug 13, 2021
SELL
$116.39 - $126.03 $685,187 - $741,938
-5,887 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$110.8 - $118.5 $652,279 - $697,609
5,887 New
5,887 $687,000
Q2 2020

Aug 14, 2020
SELL
$85.21 - $103.92 $423,578 - $516,586
-4,971 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$74.62 - $104.73 $370,936 - $520,612
4,971 New
4,971 $440,000
Q1 2019

May 08, 2019
SELL
N/A
-62 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
62 New
62 $5,000

Others Institutions Holding XLV

# of Institutions
1,943
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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