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

Private Wealth Partners, LLC

$1.29 Billion
Q4 2024

A detailed history of Private Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Private Wealth Partners, LLC holds 3,034 shares of XLV stock, worth $439,717. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,034

Previous 3,033 0.03%

Holding current value

$439,717

Previous $467,000 10.71%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$136.28 - $154.74 $136 - $154	1 Added 0.03%	3,034 $417,000
Q3 2024 Oct 29, 2024	BUY	$143.3 - $157.24 $29,663 - $32,548	207 Added 7.32%	3,033 $467,000
Q2 2024 Aug 07, 2024	BUY	$138.43 - $147.09 $138 - $147	1 Added 0.04%	2,826 $411,000
Q1 2024 May 08, 2024	BUY	$138.48 - $147.86 $138 - $147	1 Added 0.04%	2,825 $417,000
Q4 2023 Feb 02, 2024	BUY	$123.14 - $136.38 $99,127 - $109,785	805 Added 39.87%	2,824 $385,000
Q3 2023 Nov 06, 2023	BUY	$128.74 - $136.24 $128 - $136	1 Added 0.05%	2,019 $259,000
Q2 2023 Aug 03, 2023	BUY	$126.74 - $135.66 $126 - $135	1 Added 0.05%	2,018 $267,000
Q1 2023 May 03, 2023	BUY	$124.15 - $135.82 $250,410 - $273,948	2,017 New	2,017 $261,000

Others Institutions Holding XLV

# of Institutions

1,984

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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