A detailed history of Meridian Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 28,150 shares of XLV stock, worth $3.92 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
28,150
Previous 28,022 0.46%
Holding current value
$3.92 Million
Previous $4.08 Million 6.15%
% of portfolio
0.22%
Previous 0.5%

Shares

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

Nov 12, 2024

BUY
$143.3 - $157.24 $18,342 - $20,126
128 Added 0.46%
28,150 $4.34 Million
Q2 2024

Aug 08, 2024

BUY
$138.43 - $147.09 $3.88 Million - $4.12 Million
28,022 New
28,022 $4.08 Million
Q4 2023

Feb 08, 2024

SELL
$123.14 - $136.38 $376,438 - $416,913
-3,057 Reduced 9.75%
28,296 $3.86 Million
Q3 2023

Oct 17, 2023

BUY
$128.74 - $136.24 $32,828 - $34,741
255 Added 0.82%
31,353 $4.04 Million
Q2 2023

Aug 02, 2023

SELL
$126.74 - $135.66 $56,272 - $60,233
-444 Reduced 1.41%
31,098 $4.13 Million
Q1 2023

May 12, 2023

BUY
$124.15 - $135.82 $40,348 - $44,141
325 Added 1.04%
31,542 $4.08 Million
Q4 2022

Feb 13, 2023

SELL
$121.85 - $140.1 $28,269 - $32,503
-232 Reduced 0.74%
31,217 $4.24 Million
Q3 2022

Nov 14, 2022

SELL
$121.11 - $134.29 $58,980 - $65,399
-487 Reduced 1.52%
31,449 $3.81 Million
Q2 2022

Aug 05, 2022

BUY
$119.89 - $142.83 $136,314 - $162,397
1,137 Added 3.69%
31,936 $4.1 Million
Q1 2022

May 12, 2022

SELL
$126.55 - $139.44 $68,083 - $75,018
-538 Reduced 1.72%
30,799 $4.22 Million
Q4 2021

Jan 27, 2022

BUY
$125.34 - $141.49 $34,969 - $39,475
279 Added 0.9%
31,337 $4.42 Million
Q3 2021

Oct 15, 2021

BUY
$127.07 - $136.85 $381 - $410
3 Added 0.01%
31,058 $3.95 Million
Q2 2021

Jul 22, 2021

BUY
$116.39 - $126.03 $10,125 - $10,964
87 Added 0.28%
31,055 $3.91 Million
Q1 2021

May 07, 2021

BUY
$110.8 - $118.5 $111,908 - $119,685
1,010 Added 3.37%
30,968 $3.62 Million
Q4 2020

Jan 19, 2021

BUY
$101.66 - $113.44 $2.79 Million - $3.12 Million
27,464 Added 1101.2%
29,958 $3.4 Million
Q3 2020

Oct 09, 2020

SELL
$100.71 - $109.44 $56,699 - $61,614
-563 Reduced 18.42%
2,494 $263,000
Q2 2020

Jul 15, 2020

SELL
$85.21 - $103.92 $385,319 - $469,926
-4,522 Reduced 59.66%
3,057 $305,000
Q1 2020

Apr 16, 2020

BUY
$74.62 - $104.73 $565,544 - $793,748
7,579 New
7,579 $671,000
Q3 2019

Nov 08, 2019

SELL
$89.33 - $92.0 $25,548 - $26,312
-286 Closed
0 $0
Q2 2019

Jul 19, 2019

BUY
N/A
11 Added 4.0%
286 $265,000
Q1 2019

May 15, 2019

BUY
N/A
275 New
275 $252,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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