Windsor Advisory Group, LLC Select Sector Spdr Fund Health Transaction History

Windsor Advisory Group, LLC

$88.6 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	BUY	$126.74 - $135.66 $12,674 - $13,566	100 New	100 $13.3 Million

Others Institutions Holding XLV

# of Institutions

1,926

Shares Held

202M

Call Options Held

10.6M

Put Options Held

16.4M

Bank Of America Corp Charlotte, NC

36.8M
Shares

$5.36 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

13.5M
Shares

$1.97 Billion
0.17% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.75 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

7.02M
Shares

$1.02 Billion
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$972 Million
0.47% of portfolio

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
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