Wetzel Investment Advisors, Inc. Select Sector Spdr Fund Health Transaction History

Wetzel Investment Advisors, Inc.

  • $196 Million
  • Q4 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 2,856 shares of XLV stock, worth $426,343. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,856
Previous 2,822 1.2%
Holding current value
$426,343
Previous $434,000 9.68%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Jan 22, 2025
BUY
$136.28 - $154.74 $4,633 - $5,261
34 Added 1.2%
2,856 $392,000
Q3 2024

Oct 29, 2024
SELL
$143.3 - $157.24 $118,795 - $130,351
-829 Reduced 22.71%
2,822 $434,000
Q2 2024

Aug 07, 2024
BUY
$138.43 - $147.09 $13,566 - $14,414
98 Added 2.76%
3,651 $532,000
Q1 2024

Apr 23, 2024
SELL
$138.48 - $147.86 $22,433 - $23,953
-162 Reduced 4.36%
3,553 $524,000
Q4 2023

Jan 31, 2024
BUY
$123.14 - $136.38 $457,465 - $506,651
3,715 New
3,715 $507,000

Others Institutions Holding XLV

# of Institutions
1,982
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
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