Lumature Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 7,960 shares of XLV stock, worth $1.15 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
7,960
Previous 6,342 25.51%
Holding current value
$1.15 Million
Previous $821,000 28.62%
% of portfolio
0.63%
Previous 0.46%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$126.74 - $135.66 $205,065 - $219,497
1,618 Added 25.51%
7,960 $1.06 Million
Q1 2023

May 15, 2023
SELL
$124.15 - $135.82 $38,983 - $42,647
-314 Reduced 4.72%
6,342 $821,000
Q4 2022

Feb 14, 2023
SELL
$121.85 - $140.1 $185,455 - $213,232
-1,522 Reduced 18.61%
6,656 $904,000
Q3 2022

Nov 10, 2022
SELL
$121.11 - $134.29 $15,259 - $16,920
-126 Reduced 1.52%
8,178 $990,000
Q2 2022

Aug 10, 2022
BUY
$119.89 - $142.83 $719 - $856
6 Added 0.07%
8,304 $1.07 Million
Q1 2022

May 13, 2022
BUY
$126.55 - $139.44 $31,890 - $35,138
252 Added 3.13%
8,298 $1.14 Million
Q4 2021

Feb 10, 2022
BUY
$125.34 - $141.49 $58,784 - $66,358
469 Added 6.19%
8,046 $1.13 Million
Q3 2021

Oct 29, 2021
BUY
$127.07 - $136.85 $119,191 - $128,365
938 Added 14.13%
7,577 $965,000
Q2 2021

Aug 10, 2021
BUY
$116.39 - $126.03 $152,005 - $164,595
1,306 Added 24.49%
6,639 $836,000
Q1 2021

May 11, 2021
BUY
$110.8 - $118.5 $296,611 - $317,224
2,677 Added 100.79%
5,333 $623,000
Q4 2020

Feb 08, 2021
BUY
$101.66 - $113.44 $270,008 - $301,296
2,656 New
2,656 $301,000

Others Institutions Holding XLV

# of Institutions
1,955
Shares Held
199M
Call Options Held
11.3M
Put Options Held
18.8M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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