Belpointe Asset Management LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Belpointe Asset Management LLC

  • $1.51 Billion
  • Q4 2024

A detailed history of Belpointe Asset Management LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Belpointe Asset Management LLC holds 7,808 shares of XHE stock, worth $713,338. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,808
Previous 7,442 4.92%
Holding current value
$713,338
Previous $673,000 2.67%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Feb 13, 2025
BUY
$86.15 - $94.34 $31,530 - $34,528
366 Added 4.92%
7,808 $691,000
Q3 2024

Nov 12, 2024
SELL
$82.19 - $91.05 $33,533 - $37,148
-408 Reduced 5.2%
7,442 $673,000
Q2 2024

Aug 02, 2024
SELL
$81.26 - $87.72 $962,849 - $1.04 Million
-11,849 Reduced 60.15%
7,850 $662,000
Q1 2024

May 08, 2024
BUY
$80.6 - $87.94 $1.59 Million - $1.73 Million
19,699 New
19,699 $1.73 Million
Q4 2022

Feb 08, 2023
BUY
$81.63 - $93.6 $2,367 - $2,714
29 New
29 $2,000
Q4 2018

Mar 06, 2019
SELL
N/A
-1,443 Closed
0 $0
Q3 2018

Nov 23, 2018
BUY
N/A
1,443 New
1,443 $127,000

Others Institutions Holding XHE

# of Institutions
97
Shares Held
936K
Call Options Held
900
Put Options Held
100
View Full List

About SPDR SER TR S&P HEALTH CARE EQ

XHE Quotes by TradingView
  • Ticker XHE
  • Sector ETFs
  • Industry ETFs
More about XHE
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