Rise Advisors, LLC Select Sector Spdr Fund Health Transaction History

Rise Advisors, LLC

  • $206 Million
  • Q4 2024

A detailed history of Rise Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Rise Advisors, LLC holds 2,286 shares of XLV stock, worth $330,372. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,286
Previous 1,563 46.26%
Holding current value
$330,372
Previous $240,000 30.83%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Jan 07, 2025
BUY
$136.28 - $154.74 $98,530 - $111,877
723 Added 46.26%
2,286 $314,000
Q3 2024

Oct 11, 2024
SELL
$143.3 - $157.24 $2,579 - $2,830
-18 Reduced 1.14%
1,563 $240,000
Q2 2024

Jul 09, 2024
BUY
$138.43 - $147.09 $182,589 - $194,011
1,319 Added 503.44%
1,581 $230,000
Q1 2024

Apr 09, 2024
BUY
$138.48 - $147.86 $36,281 - $38,739
262 New
262 $38,000

Others Institutions Holding XLV

# of Institutions
1,993
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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