Optimum Investment Advisors Select Sector Spdr Fund Health Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Optimum Investment Advisors holds 521 shares of XLV stock, worth $72,585. This represents 0.04% of its overall portfolio holdings.

Number of Shares
521
Previous 521 -0.0%
Holding current value
$72,585
Previous $75,000 6.67%
% of portfolio
0.04%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 05, 2023
SELL
$121.85 - $140.1 $35,945 - $41,329
-295 Reduced 36.15%
521 $0
Q1 2022

Apr 08, 2022
SELL
$126.55 - $139.44 $37,965 - $41,832
-300 Reduced 26.88%
816 $112,000
Q4 2021

Mar 17, 2022
SELL
$125.34 - $141.49 $101,525 - $114,606
-810 Reduced 42.06%
1,116 $157,000
Q3 2021

Oct 22, 2021
SELL
$127.07 - $136.85 $279,554 - $301,070
-2,200 Reduced 53.32%
1,926 $245,000
Q1 2021

Apr 15, 2021
SELL
$110.8 - $118.5 $77,560 - $82,950
-700 Reduced 14.5%
4,126 $482,000
Q4 2020

Jan 21, 2021
SELL
$101.66 - $113.44 $45,747 - $51,048
-450 Reduced 8.53%
4,826 $547,000
Q3 2020

Oct 06, 2020
BUY
$100.71 - $109.44 $67,576 - $73,434
671 Added 14.57%
5,276 $557,000
Q2 2020

Jul 16, 2020
BUY
$85.21 - $103.92 $25,733 - $31,383
302 Added 7.02%
4,605 $461,000
Q1 2020

Apr 21, 2020
SELL
$74.62 - $104.73 $22,535 - $31,628
-302 Reduced 6.56%
4,303 $381,000
Q3 2019

Oct 17, 2019
SELL
$89.33 - $92.0 $44,665 - $46,000
-500 Reduced 9.79%
4,605 $415,000
Q1 2019

May 03, 2019
SELL
N/A
-425 Reduced 7.69%
5,105 $468,000
Q3 2018

Oct 05, 2018
SELL
N/A
-312 Reduced 5.34%
5,530 $526,000
Q2 2018

Oct 05, 2018
SELL
N/A
-300 Reduced 4.88%
5,842 $488,000
Q3 2017

Nov 21, 2017
SELL
N/A
-250 Reduced 3.91%
6,142 $502,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,392
6,392 $507,000

Others Institutions Holding XLV

# of Institutions
1,943
Shares Held
203M
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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