A detailed history of Western Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Western Wealth Management, LLC holds 63,202 shares of XLV stock, worth $9.06 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
63,202
Previous 57,456 10.0%
Holding current value
$9.06 Million
Previous $7.84 Million 19.16%
% of portfolio
0.73%
Previous 0.57%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$138.48 - $147.86 $795,706 - $849,603
5,746 Added 10.0%
63,202 $9.34 Million
Q4 2023

Jan 31, 2024

SELL
$123.14 - $136.38 $1.46 Million - $1.61 Million
-11,830 Reduced 17.07%
57,456 $7.84 Million
Q3 2023

Nov 07, 2023

SELL
$128.74 - $136.24 $179,463 - $189,918
-1,394 Reduced 1.97%
69,286 $8.92 Million
Q2 2023

Aug 30, 2023

SELL
$126.74 - $135.66 $574,132 - $614,539
-4,530 Reduced 6.02%
70,680 $9.38 Million
Q1 2023

Aug 30, 2023

BUY
$124.15 - $135.82 $192,184 - $210,249
1,548 Added 2.1%
75,210 $9.74 Million
Q4 2022

Feb 02, 2023

SELL
$129.86 - $140.1 $7.31 Million - $7.89 Million
-56,318 Reduced 43.33%
73,662 $10 Million
Q3 2022

Nov 04, 2022

BUY
N/A
5,249 Added 4.21%
129,980 $15.7 Million
Q2 2022

Jul 18, 2022

BUY
N/A
2,596 Added 2.13%
124,731 $16 Million
Q1 2022

May 10, 2022

BUY
N/A
61,606 Added 101.78%
122,135 $16.7 Million
Q4 2021

Feb 14, 2022

SELL
N/A
-1,791 Reduced 2.87%
60,529 $8.51 Million
Q2 2021

Aug 09, 2021

BUY
N/A
488 Added 0.79%
62,320 $7.84 Million
Q1 2021

May 14, 2021

BUY
N/A
1,852 Added 3.09%
61,832 $7.22 Million
Q4 2020

Feb 10, 2021

BUY
N/A
4,082 Added 7.3%
59,980 $6.8 Million
Q3 2020

Oct 27, 2020

BUY
N/A
2,985 Added 5.64%
55,898 $5.9 Million
Q2 2020

Jul 20, 2020

BUY
N/A
30,210 Added 133.07%
52,913 $5.3 Million
Q1 2020

Apr 27, 2020

SELL
N/A
-105,288 Reduced 82.26%
22,703 $2.01 Million
Q4 2019

Feb 10, 2020

BUY
N/A
107,743 Added 532.12%
127,991 $12.4 Million
Q3 2019

Nov 08, 2019

SELL
N/A
-207,773 Reduced 91.12%
20,248 $1.83 Million
Q2 2019

Aug 06, 2019

BUY
N/A
207,066 Added 988.15%
228,021 $20.6 Million
Q1 2019

May 10, 2019

SELL
N/A
-1,044 Reduced 4.75%
20,955 $1.92 Million
Q4 2018

Feb 15, 2019

BUY
N/A
21,999 New
21,999 $1.92 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


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