Bragg Financial Advisors, Inc Select Sector Spdr Fund Health Transaction History

Bragg Financial Advisors, Inc

$2.42 Billion
Q4 2024

A detailed history of Bragg Financial Advisors, Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 5,310 shares of XLV stock, worth $777,543. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,310

Previous 3,628 46.36%

Holding current value

$777,543

Previous $558,000 30.82%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$136.28 - $154.74 $229,222 - $260,272	1,682 Added 46.36%	5,310 $730,000
Q3 2024 Nov 14, 2024	BUY	$143.3 - $157.24 $74,372 - $81,607	519 Added 16.69%	3,628 $558,000
Q2 2024 Aug 15, 2024	SELL	$138.43 - $147.09 $4,014 - $4,265	-29 Reduced 0.92%	3,109 $453,000
Q1 2024 May 14, 2024	BUY	$138.48 - $147.86 $151,912 - $162,202	1,097 Added 53.75%	3,138 $463,000
Q4 2023 Feb 14, 2024	SELL	$123.14 - $136.38 $19,332 - $21,411	-157 Reduced 7.14%	2,041 $278,000
Q3 2023 Nov 14, 2023	BUY	$128.74 - $136.24 $10,814 - $11,444	84 Added 3.97%	2,198 $282,000
Q2 2023 Aug 15, 2023	BUY	$126.74 - $135.66 $66,665 - $71,357	526 Added 33.12%	2,114 $280,000
Q1 2023 May 15, 2023	BUY	$124.15 - $135.82 $197,150 - $215,682	1,588 New	1,588 $205,000

Others Institutions Holding XLV

# of Institutions

1,972

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Bragg Financial Advisors, Inc Select Sector Spdr Fund Health Transaction History