Pensionmark Financial Group, LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 2,870 shares of XHE stock, worth $249,718. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,870
Previous 2,928 1.98%
Holding current value
$249,718
Previous $265,000 4.15%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 12, 2025
SELL
$86.15 - $94.34 $4,996 - $5,471
-58 Reduced 1.98%
2,870 $254,000
Q3 2024

Nov 14, 2024
BUY
$82.19 - $91.05 $164 - $182
2 Added 0.07%
2,928 $265,000
Q2 2024

Aug 14, 2024
SELL
$81.26 - $87.72 $8,613 - $9,298
-106 Reduced 3.5%
2,926 $246,000
Q1 2024

May 15, 2024
BUY
$80.6 - $87.94 $4,674 - $5,100
58 Added 1.95%
3,032 $266,000
Q4 2023

Feb 14, 2024
SELL
$66.75 - $85.43 $42,186 - $53,991
-632 Reduced 17.53%
2,974 $250,000
Q1 2023

May 15, 2023
SELL
$87.78 - $101.18 $3,335 - $3,844
-38 Reduced 1.04%
3,606 $337,000
Q2 2022

Aug 09, 2022
SELL
$79.2 - $114.46 $14,256 - $20,602
-180 Reduced 4.71%
3,644 $354,000
Q4 2021

Feb 11, 2022
BUY
$110.55 - $131.87 $663 - $791
6 Added 0.16%
3,824 $409,000
Q3 2021

Nov 12, 2021
BUY
$121.72 - $133.34 $44,671 - $48,935
367 Added 10.63%
3,818 $478,000
Q2 2021

Aug 12, 2021
BUY
$114.97 - $130.77 $29,202 - $33,215
254 Added 7.94%
3,451 $446,000
Q1 2021

May 17, 2021
BUY
$113.22 - $128.96 $124,881 - $142,242
1,103 Added 52.67%
3,197 $368,000
Q4 2020

Feb 16, 2021
BUY
$96.18 - $114.34 $201,400 - $239,427
2,094 New
2,094 $270,000

Others Institutions Holding XHE

# of Institutions
97
Shares Held
905K
Call Options Held
600
Put Options Held
0
View Full List

About SPDR SER TR S&P HEALTH CARE EQ

XHE Quotes by TradingView
  • Ticker XHE
  • Sector ETFs
  • Industry ETFs
More about XHE
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email