Lodestone Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,209 shares of XLV stock, worth $328,986. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,209

Previous 2,202 0.32%

Holding current value

$328,986

Previous $339 Million 10.43%

% of portfolio

0.15%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$136.28 - $154.74 $953 - $1,083	7 Added 0.32%	2,209 $304 Million
Q3 2024 Oct 29, 2024	SELL	$143.3 - $157.24 $258,083 - $283,189	-1,801 Reduced 44.99%	2,202 $339 Million
Q2 2024 Jul 16, 2024	SELL	$138.43 - $147.09 $43,605 - $46,333	-315 Reduced 7.3%	4,003 $583 Million
Q1 2024 Apr 30, 2024	SELL	$138.48 - $147.86 $415 - $443	-3 Reduced 0.07%	4,318 $638 Million
Q4 2023 Jan 24, 2024	SELL	$123.14 - $136.38 $5,171 - $5,727	-42 Reduced 0.96%	4,321 $589 Million
Q3 2023 Oct 20, 2023	SELL	$128.74 - $136.24 $42,999 - $45,504	-334 Reduced 7.11%	4,363 $562 Million
Q2 2023 Jul 25, 2023	SELL	$126.74 - $135.66 $112,418 - $120,330	-887 Reduced 15.88%	4,697 $623 Million
Q1 2023 May 15, 2023	SELL	$124.15 - $135.82 $5,462 - $5,976	-44 Reduced 0.78%	5,584 $723 Million
Q4 2022 Feb 09, 2023	BUY	$121.85 - $140.1 $685,771 - $788,482	5,628 New	5,628 $765 Million

Others Institutions Holding XLV

# of Institutions

1,979

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Select Sector Spdr Fund Health Transaction History