Wetherby Asset Management Inc Select Sector Spdr Fund Health Transaction History

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024

A detailed history of Wetherby Asset Management Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wetherby Asset Management Inc holds 2,450 shares of XLV stock, worth $358,680. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,450
Holding current value
$358,680
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$136.28 - $154.74 $333,886 - $379,113
2,450 New
2,450 $337,000
Q1 2018

May 04, 2018
SELL
N/A
-636 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
636
636 $52,000

Others Institutions Holding XLV

# of Institutions
1,971
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email