Key Client Fiduciary Advisors, LLC Select Sector Spdr Fund Health Transaction History

Key Client Fiduciary Advisors, LLC

$203 Million
Q4 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 7,791 shares of XLV stock, worth $1.14 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

7,791

Previous 7,754 0.48%

Holding current value

$1.14 Million

Previous $1.19 Million 10.3%

% of portfolio

0.53%

Previous 0.6%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$136.28 - $154.74 $5,042 - $5,725	37 Added 0.48%	7,791 $1.07 Million
Q3 2024 Oct 18, 2024	BUY	$143.3 - $157.24 $416,429 - $456,939	2,906 Added 59.94%	7,754 $1.19 Million
Q2 2024 Jul 16, 2024	BUY	$138.43 - $147.09 $9,551 - $10,149	69 Added 1.44%	4,848 $706,000
Q1 2024 Apr 15, 2024	SELL	$138.48 - $147.86 $38,358 - $40,957	-277 Reduced 5.48%	4,779 $706,000
Q4 2023 Jan 09, 2024	BUY	$123.14 - $136.38 $5,787 - $6,409	47 Added 0.94%	5,056 $689,000
Q3 2023 Nov 14, 2023	SELL	$128.74 - $136.24 $63,597 - $67,302	-494 Reduced 8.98%	5,009 $644,000
Q2 2023 Jul 13, 2023	SELL	$126.74 - $135.66 $98,603 - $105,543	-778 Reduced 12.39%	5,503 $730,000
Q1 2023 Apr 25, 2023	BUY	$124.15 - $135.82 $113,845 - $124,546	917 Added 17.1%	6,281 $813,000
Q4 2022 Jan 17, 2023	BUY	$121.85 - $140.1 $159,257 - $183,110	1,307 Added 32.22%	5,364 $0
Q3 2022 Oct 12, 2022	BUY	$121.11 - $134.29 $9,567 - $10,608	79 Added 1.99%	4,057 $491,000
Q2 2022 Jul 19, 2022	BUY	$119.89 - $142.83 $15,345 - $18,282	128 Added 3.32%	3,978 $510,000
Q1 2022 Apr 18, 2022	BUY	$126.55 - $139.44 $86,560 - $95,376	684 Added 21.6%	3,850 $527,000
Q4 2021 Mar 01, 2022	BUY	$125.34 - $141.49 $396,826 - $447,957	3,166 New	3,166 $446,000

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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Key Client Fiduciary Advisors, LLC Select Sector Spdr Fund Health Transaction History