A detailed history of Bruderman Asset Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Bruderman Asset Management, LLC holds 5,346 shares of XLV stock, worth $793,346. This represents 1.23% of its overall portfolio holdings.

Number of Shares
5,346
Previous 5,532 3.36%
Holding current value
$793,346
Previous $757,000 9.38%
% of portfolio
1.23%
Previous 1.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022

SELL
$119.89 - $142.83 $22,299 - $26,566
-186 Reduced 3.36%
5,346 $686,000
Q1 2022

May 13, 2022

SELL
$126.55 - $139.44 $356,238 - $392,523
-2,815 Reduced 33.72%
5,532 $757,000
Q4 2021

Feb 14, 2022

SELL
$125.34 - $141.49 $921,750 - $1.04 Million
-7,354 Reduced 46.84%
8,347 $1.18 Million
Q3 2021

Oct 13, 2021

BUY
$127.07 - $136.85 $2 Million - $2.15 Million
15,701 New
15,701 $2 Million
Q2 2021

Jul 14, 2021

SELL
$116.39 - $126.03 $1.61 Million - $1.74 Million
-13,826 Closed
0 $0
Q1 2021

Apr 23, 2021

BUY
$110.8 - $118.5 $357,108 - $381,925
3,223 Added 30.4%
13,826 $1.61 Million
Q4 2020

Jan 29, 2021

BUY
$101.66 - $113.44 $1.08 Million - $1.2 Million
10,603 New
10,603 $1.2 Million
Q4 2018

Feb 11, 2019

SELL
N/A
-503 Closed
0 $0
Q1 2018

May 10, 2018

BUY
N/A
503 New
503 $41,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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