Ae Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Ae Wealth Management LLC holds 13,846 shares of XLV stock, worth $2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,846
Previous 11,801 17.33%
Holding current value
$2 Million
Previous $1.82 Million 4.79%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 13, 2025
BUY
$136.28 - $154.74 $278,692 - $316,443
2,045 Added 17.33%
13,846 $1.9 Million
Q3 2024

Nov 14, 2024
BUY
$143.3 - $157.24 $81,394 - $89,312
568 Added 5.06%
11,801 $1.82 Million
Q2 2024

Aug 12, 2024
BUY
$138.43 - $147.09 $162,793 - $172,977
1,176 Added 11.69%
11,233 $1.64 Million
Q1 2024

May 15, 2024
SELL
$138.48 - $147.86 $16.5 Million - $17.6 Million
-119,267 Reduced 92.22%
10,057 $1.49 Million
Q4 2023

Feb 14, 2024
SELL
$123.14 - $136.38 $6.32 Million - $7 Million
-51,312 Reduced 28.41%
129,324 $17.6 Million
Q3 2023

Oct 11, 2023
SELL
$128.74 - $136.24 $455,353 - $481,880
-3,537 Reduced 1.92%
180,636 $23.3 Million
Q2 2023

Jul 10, 2023
BUY
$126.74 - $135.66 $5.22 Million - $5.59 Million
41,176 Added 28.8%
184,173 $24.4 Million
Q1 2023

Apr 14, 2023
SELL
$124.15 - $135.82 $8.24 Million - $9.01 Million
-66,363 Reduced 31.7%
142,997 $18.5 Million
Q4 2022

Jan 31, 2023
BUY
$121.85 - $140.1 $8.01 Million - $9.21 Million
65,752 Added 45.79%
209,360 $28.4 Million
Q3 2022

Oct 25, 2022
SELL
$121.11 - $134.29 $11.8 Million - $13.1 Million
-97,519 Reduced 40.44%
143,608 $17.4 Million
Q2 2022

Aug 03, 2022
SELL
$119.89 - $142.83 $2.24 Million - $2.67 Million
-18,702 Reduced 7.2%
241,127 $30.9 Million
Q1 2022

Apr 18, 2022
BUY
$126.55 - $139.44 $3.33 Million - $3.67 Million
26,332 Added 11.28%
259,829 $35.6 Million
Q4 2021

Jan 20, 2022
BUY
$125.34 - $141.49 $4.86 Million - $5.48 Million
38,740 Added 19.89%
233,497 $32.9 Million
Q3 2021

Nov 01, 2021
BUY
$127.07 - $136.85 $1.2 Million - $1.29 Million
9,427 Added 5.09%
194,757 $24.8 Million
Q2 2021

Jul 21, 2021
BUY
$116.39 - $126.03 $2.57 Million - $2.78 Million
22,068 Added 13.52%
185,330 $23.3 Million
Q1 2021

Apr 27, 2021
BUY
$110.8 - $118.5 $1.44 Million - $1.54 Million
13,032 Added 8.67%
163,262 $19.1 Million
Q4 2020

Feb 01, 2021
BUY
$101.66 - $113.44 $2.45 Million - $2.73 Million
24,104 Added 19.11%
150,230 $17 Million
Q3 2020

Nov 06, 2020
BUY
$100.71 - $109.44 $589,153 - $640,224
5,850 Added 4.86%
126,126 $13.3 Million
Q2 2020

Aug 05, 2020
BUY
$85.21 - $103.92 $3.76 Million - $4.59 Million
44,159 Added 58.01%
120,276 $12 Million
Q1 2020

May 07, 2020
SELL
$74.62 - $104.73 $933,943 - $1.31 Million
-12,516 Reduced 14.12%
76,117 $6.74 Million
Q4 2019

Jan 15, 2020
BUY
$87.95 - $103.11 $4.76 Million - $5.58 Million
54,076 Added 156.48%
88,633 $9.03 Million
Q3 2019

Nov 05, 2019
BUY
$89.33 - $92.0 $1.01 Million - $1.04 Million
11,358 Added 48.96%
34,557 $3.12 Million
Q2 2019

Jul 22, 2019
BUY
N/A
12,229 Added 111.48%
23,199 $2.15 Million
Q1 2019

May 14, 2019
BUY
N/A
2,886 Added 35.7%
10,970 $1.01 Million
Q4 2018

Feb 15, 2019
SELL
N/A
-1,293 Reduced 13.79%
8,084 $699,000
Q3 2018

Nov 14, 2018
BUY
N/A
1,107 Added 13.39%
9,377 $892,000
Q2 2018

Aug 15, 2018
BUY
N/A
474 Added 6.08%
8,270 $690,000
Q1 2018

May 14, 2018
SELL
N/A
-564 Reduced 6.75%
7,796 $635,000
Q4 2017

Feb 06, 2018
SELL
N/A
-8,824 Reduced 51.35%
8,360 $691,000
Q3 2017

Nov 08, 2017
BUY
N/A
1,073 Added 6.66%
17,184 $1.4 Million
Q2 2017

Aug 14, 2017
BUY
N/A
16,111
16,111 $1.28 Million

Others Institutions Holding XLV

# of Institutions
1,991
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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