Householder Group Estate & Retirement Specialist, LLC Select Sector Spdr Fund Health Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 12,400 shares of XLV stock, worth $1.82 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

12,400

Previous 17,413 28.79%

Holding current value

$1.82 Million

Previous $2.68 Million 36.4%

% of portfolio

1.27%

Previous 0.78%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$136.28 - $154.74 $683,171 - $775,711	-5,013 Reduced 28.79%	12,400 $1.71 Million
Q3 2024 Oct 18, 2024	SELL	$143.3 - $157.24 $102,889 - $112,898	-718 Reduced 3.96%	17,413 $2.68 Million
Q2 2024 Jul 17, 2024	SELL	$138.43 - $147.09 $58,002 - $61,630	-419 Reduced 2.26%	18,131 $2.64 Million
Q1 2024 May 03, 2024	BUY	$138.48 - $147.86 $72,425 - $77,330	523 Added 2.9%	18,550 $2.74 Million
Q4 2023 Jan 23, 2024	SELL	$123.14 - $136.38 $367,326 - $406,821	-2,983 Reduced 14.2%	18,027 $2.46 Million
Q3 2023 Oct 10, 2023	SELL	$128.74 - $136.24 $134,919 - $142,779	-1,048 Reduced 4.75%	21,010 $2.7 Million
Q1 2023 Apr 13, 2023	BUY	$124.15 - $135.82 $2.74 Million - $3 Million	22,058 New	22,058 $2.86 Million
Q3 2022 Oct 11, 2022	BUY	$121.11 - $134.29 $16,349 - $18,129	135 Added 1.01%	13,515 $1.64 Million
Q2 2022 Jul 18, 2022	SELL	$119.89 - $142.83 $1.18 Million - $1.4 Million	-9,802 Reduced 42.28%	13,380 $1.72 Million
Q1 2022 Apr 18, 2022	BUY	$126.55 - $139.44 $1.3 Million - $1.43 Million	10,273 Added 79.58%	23,182 $3.18 Million
Q4 2021 Apr 12, 2022	BUY	$125.34 - $141.49 $1.62 Million - $1.83 Million	12,909 New	12,909 $1.82 Million

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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Householder Group Estate & Retirement Specialist, LLC Select Sector Spdr Fund Health Transaction History