Marcum Wealth, LLC Select Sector Spdr Fund Health Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Marcum Wealth, LLC holds 11,664 shares of XLV stock, worth $1.68 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,664
Previous 10,688 9.13%
Holding current value
$1.68 Million
Previous $1.65 Million 2.55%
% of portfolio
0.14%
Previous 0.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$136.28 - $154.74 $133,009 - $151,026
976 Added 9.13%
11,664 $1.6 Million
Q3 2024

Oct 08, 2024
SELL
$143.3 - $157.24 $183,710 - $201,581
-1,282 Reduced 10.71%
10,688 $1.65 Million
Q2 2024

Jul 02, 2024
SELL
$138.43 - $147.09 $508,038 - $539,820
-3,670 Reduced 23.47%
11,970 $1.74 Million
Q1 2024

Apr 10, 2024
BUY
$138.48 - $147.86 $36,974 - $39,478
267 Added 1.74%
15,640 $2.31 Million
Q4 2023

Jan 10, 2024
BUY
$123.14 - $136.38 $112,180 - $124,242
911 Added 6.3%
15,373 $2.1 Million
Q3 2023

Oct 10, 2023
SELL
$128.74 - $136.24 $27,679 - $29,291
-215 Reduced 1.46%
14,462 $1.86 Million
Q2 2023

Jul 13, 2023
SELL
$126.74 - $135.66 $1,013 - $1,085
-8 Reduced 0.05%
14,677 $1.95 Million
Q1 2023

Apr 19, 2023
SELL
$124.15 - $135.82 $207,330 - $226,819
-1,670 Reduced 10.21%
14,685 $1.9 Million
Q4 2022

Jan 12, 2023
SELL
$121.85 - $140.1 $25,832 - $29,701
-212 Reduced 1.28%
16,355 $0
Q3 2022

Oct 11, 2022
BUY
$121.11 - $134.29 $91,316 - $101,254
754 Added 4.77%
16,567 $2.01 Million
Q2 2022

Jul 14, 2022
BUY
$119.89 - $142.83 $318,547 - $379,499
2,657 Added 20.2%
15,813 $2.03 Million
Q1 2022

Apr 20, 2022
BUY
$126.55 - $139.44 $279,548 - $308,022
2,209 Added 20.18%
13,156 $1.8 Million
Q4 2021

Feb 01, 2022
BUY
$125.34 - $141.49 $160,059 - $180,682
1,277 Added 13.21%
10,947 $1.54 Million
Q3 2021

Nov 08, 2021
BUY
$127.07 - $136.85 $86,407 - $93,058
680 Added 7.56%
9,670 $1.23 Million
Q2 2021

Aug 10, 2021
BUY
$116.39 - $126.03 $61,686 - $66,795
530 Added 6.26%
8,990 $1.13 Million
Q1 2021

May 11, 2021
BUY
$110.8 - $118.5 $937,368 - $1 Million
8,460 New
8,460 $988,000

Others Institutions Holding XLV

# of Institutions
1,924
Shares Held
202M
Call Options Held
10.6M
Put Options Held
16.4M
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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