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 $588,957. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,808
Previous 7,442 4.92%
Holding current value
$588,957
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
100
Shares Held
893K
Call Options Held
600
Put Options Held
0
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
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset Management LLC 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 Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email