Shira Ridge Wealth Management Select Sector Spdr Fund Health Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Shira Ridge Wealth Management holds 37,675 shares of XLV stock, worth $5.52 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

37,675

Previous 35,164 7.14%

Holding current value

$5.52 Million

Previous $5.42 Billion 4.3%

% of portfolio

2.54%

Previous 2.76%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$136.28 - $154.74 $342,199 - $388,552	2,511 Added 7.14%	37,675 $5.18 Billion
Q3 2024 Oct 10, 2024	BUY	$143.3 - $157.24 $141,580 - $155,353	988 Added 2.89%	35,164 $5.42 Billion
Q2 2024 Jul 11, 2024	BUY	$138.43 - $147.09 $74,475 - $79,134	538 Added 1.6%	34,176 $4.98 Billion
Q1 2024 Apr 18, 2024	SELL	$138.48 - $147.86 $251,895 - $268,957	-1,819 Reduced 5.13%	33,638 $4.97 Billion
Q4 2023 Jan 10, 2024	SELL	$123.14 - $136.38 $601,908 - $666,625	-4,888 Reduced 12.12%	35,457 $4.84 Billion
Q3 2023 Oct 10, 2023	BUY	$128.74 - $136.24 $21,370 - $22,615	166 Added 0.41%	40,345 $5.19 Billion
Q2 2023 Jul 12, 2023	BUY	$126.74 - $135.66 $156,016 - $166,997	1,231 Added 3.16%	40,179 $5.33 Billion
Q1 2023 May 08, 2023	BUY	$124.15 - $135.82 $48,294 - $52,833	389 Added 1.01%	38,948 $5.04 Billion
Q4 2022 Jan 12, 2023	BUY	$121.85 - $140.1 $4.7 Million - $5.4 Million	38,559 New	38,559 $5.24 Billion

Others Institutions Holding XLV

# of Institutions

1,930

Shares Held

207M

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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Shira Ridge Wealth Management Select Sector Spdr Fund Health Transaction History