A detailed history of Wela Strategies, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wela Strategies, Inc. holds 27,938 shares of XLV stock, worth $4.32 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
27,938
Previous 27,378 2.05%
Holding current value
$4.32 Million
Previous $4.04 Million 0.67%
% of portfolio
1.89%
Previous 1.91%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$138.43 - $147.09 $77,520 - $82,370
560 Added 2.05%
27,938 $4.07 Million
Q1 2024

Apr 15, 2024

SELL
$138.48 - $147.86 $1.13 Million - $1.21 Million
-8,171 Reduced 22.99%
27,378 $4.04 Million
Q4 2023

Jan 05, 2024

BUY
$123.14 - $136.38 $127,573 - $141,289
1,036 Added 3.0%
35,549 $4.85 Million
Q3 2023

Oct 16, 2023

BUY
$128.74 - $136.24 $85,869 - $90,872
667 Added 1.97%
34,513 $4.44 Million
Q2 2023

Jul 11, 2023

SELL
$126.74 - $135.66 $41,697 - $44,632
-329 Reduced 0.96%
33,846 $4.49 Million
Q1 2023

Apr 10, 2023

SELL
$124.15 - $135.82 $1.24 Million - $1.35 Million
-9,955 Reduced 22.56%
34,175 $4.42 Million
Q4 2022

Jan 05, 2023

BUY
$129.86 - $140.1 $196,608 - $212,111
1,514 Added 3.55%
44,130 $6 Million
Q3 2022

Oct 07, 2022

BUY
N/A
3,014 Added 7.61%
42,616 $5.16 Million
Q2 2022

Jul 06, 2022

SELL
N/A
-989 Reduced 2.44%
39,602 $5.08 Million
Q1 2022

Apr 13, 2022

BUY
N/A
4,237 Added 11.65%
40,591 $5.56 Million
Q4 2021

Jan 10, 2022

BUY
N/A
1,669 Added 4.81%
36,354 $5.12 Million
Q3 2021

Oct 13, 2021

SELL
N/A
-2,139 Reduced 5.81%
34,685 $4.42 Million
Q2 2021

Jul 19, 2021

BUY
N/A
1,103 Added 3.09%
36,824 $5.64 Million
Q1 2021

Apr 26, 2021

BUY
N/A
3,072 Added 9.41%
35,721 $4.17 Million
Q4 2020

Jan 21, 2021

SELL
N/A
-141 Reduced 0.43%
32,649 $3.7 Million
Q3 2020

Oct 29, 2020

SELL
N/A
-1,079 Reduced 3.19%
32,790 $3.46 Million
Q2 2020

Jul 20, 2020

BUY
N/A
718 Added 2.17%
33,869 $3.39 Million
Q1 2020

Apr 13, 2020

BUY
N/A
6,240 Added 23.19%
33,151 $2.96 Million
Q4 2019

Jan 21, 2020

BUY
N/A
35 Added 0.13%
26,911 $2.74 Million
Q3 2019

Oct 28, 2019

BUY
N/A
26,876 New
26,876 $2.42 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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