A detailed history of Lgt Financial Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 87 shares of XLV stock, worth $12,145. This represents 0.03% of its overall portfolio holdings.

Number of Shares
87
Previous 82 6.1%
Holding current value
$12,145
Previous $12 Million 12.29%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$143.3 - $157.24 $716 - $786
5 Added 6.1%
87 $13.5 Million
Q2 2024

Aug 05, 2024

SELL
$138.43 - $147.09 $116,834 - $124,143
-844 Reduced 91.14%
82 $12 Million
Q1 2024

May 02, 2024

BUY
$138.48 - $147.86 $54,838 - $58,552
396 Added 74.72%
926 $137 Million
Q4 2023

Feb 12, 2024

SELL
$123.14 - $136.38 $11,205 - $12,410
-91 Reduced 14.65%
530 $72.3 Million
Q3 2023

Nov 01, 2023

SELL
$128.74 - $136.24 $1,158 - $1,226
-9 Reduced 1.43%
621 $79.9 Million
Q2 2023

Aug 14, 2023

BUY
$126.74 - $135.66 $79,846 - $85,465
630 New
630 $83.6 Million
Q4 2022

Feb 14, 2023

BUY
$121.85 - $140.1 $3,289 - $3,782
27 New
27 $3.73 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Lgt Financial Advisors LLC Portfolio

Follow Lgt Financial Advisors 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 Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.