Regent Peak Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History

Regent Peak Wealth Advisors LLC

  • $449 Million
  • Q4 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 4,115 shares of XLV stock, worth $596,386. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,115
Previous 4,115 -0.0%
Holding current value
$596,386
Previous $566,000 -0.0%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jan 07, 2025
BUY
$136.28 - $154.74 $1,090 - $1,237
8 Added 0.19%
4,115 $566,000
Q3 2024

Oct 16, 2024
SELL
$143.3 - $157.24 $286 - $314
-2 Reduced 0.05%
4,107 $632,000
Q2 2024

Aug 14, 2024
SELL
$138.43 - $147.09 $45,266 - $48,098
-327 Reduced 7.37%
4,109 $598,000
Q1 2024

May 01, 2024
BUY
$138.48 - $147.86 $41,128 - $43,914
297 Added 7.18%
4,436 $655,000
Q4 2023

Jan 23, 2024
SELL
$123.14 - $136.38 $63,417 - $70,235
-515 Reduced 11.07%
4,139 $564,000
Q3 2023

Nov 03, 2023
SELL
$128.74 - $136.24 $40,810 - $43,188
-317 Reduced 6.38%
4,654 $599,000
Q2 2023

Jul 19, 2023
SELL
$126.74 - $135.66 $11,026 - $11,802
-87 Reduced 1.72%
4,971 $659,000
Q1 2023

Apr 24, 2023
BUY
$124.15 - $135.82 $1,489 - $1,629
12 Added 0.24%
5,058 $654,000
Q4 2022

Feb 08, 2023
SELL
$121.85 - $140.1 $62,996 - $72,431
-517 Reduced 9.29%
5,046 $685,000
Q3 2022

Nov 14, 2022
BUY
$121.11 - $134.29 $65,520 - $72,650
541 Added 10.77%
5,563 $673,000
Q2 2022

Aug 11, 2022
SELL
$119.89 - $142.83 $30,571 - $36,421
-255 Reduced 4.83%
5,022 $644,000
Q1 2022

May 03, 2022
BUY
$126.55 - $139.44 $1,265 - $1,394
10 Added 0.19%
5,277 $723,000
Q4 2021

Feb 11, 2022
BUY
$125.34 - $141.49 $1,378 - $1,556
11 Added 0.21%
5,267 $742,000
Q3 2021

Nov 08, 2021
BUY
$127.07 - $136.85 $1,397 - $1,505
11 Added 0.21%
5,256 $669,000
Q2 2021

Aug 16, 2021
SELL
$116.39 - $126.03 $36,895 - $39,951
-317 Reduced 5.7%
5,245 $693,000
Q1 2021

Apr 28, 2021
BUY
$110.8 - $118.5 $132,406 - $141,607
1,195 Added 27.36%
5,562 $649,000
Q4 2020

Feb 12, 2021
BUY
$101.66 - $113.44 $34,462 - $38,456
339 Added 8.42%
4,367 $495,000
Q3 2020

Nov 04, 2020
BUY
$100.71 - $109.44 $405,659 - $440,824
4,028 New
4,028 $425,000
Q1 2020

Apr 27, 2020
SELL
$74.62 - $104.73 $183,415 - $257,426
-2,458 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$87.95 - $103.11 $216,181 - $253,444
2,458 New
2,458 $250,000

Others Institutions Holding XLV

# of Institutions
1,985
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
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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