Seven Springs Wealth Group, LLC Select Sector Spdr Fund Health Transaction History

Seven Springs Wealth Group, LLC

$267 Million
Q3 2024

A detailed history of Seven Springs Wealth Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 3,057 shares of XLV stock, worth $424,770. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,057

Previous 3,057 -0.0%

Holding current value

$424,770

Previous $445,000 5.62%

% of portfolio

0.18%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$123.14 - $136.38 $6,526 - $7,228	-53 Reduced 1.7%	3,057 $416,000
Q1 2023 May 09, 2023	SELL	$124.15 - $135.82 $41,466 - $45,363	-334 Reduced 9.7%	3,110 $402,000
Q1 2022 May 09, 2022	SELL	$126.55 - $139.44 $23,411 - $25,796	-185 Reduced 5.1%	3,444 $472,000
Q4 2020 Feb 01, 2021	BUY	$101.66 - $113.44 $19,010 - $21,213	187 Added 5.43%	3,629 $412,000
Q3 2020 Oct 19, 2020	BUY	$100.71 - $109.44 $26,386 - $28,673	262 Added 8.24%	3,442 $363,000
Q2 2020 Aug 03, 2020	BUY	$85.21 - $103.92 $13,974 - $17,042	164 Added 5.44%	3,180 $318,000
Q1 2020 Apr 20, 2020	BUY	$74.62 - $104.73 $225,053 - $315,865	3,016 New	3,016 $267,000

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

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Seven Springs Wealth Group, LLC Select Sector Spdr Fund Health Transaction History