Soltis Investment Advisors LLC Select Sector Spdr Fund Health Transaction History

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024

A detailed history of Soltis Investment Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 18,591 shares of XLV stock, worth $2.69 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
18,591
Previous 14,558 27.7%
Holding current value
$2.69 Million
Previous $2.24 Million 14.05%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Jan 29, 2025
BUY
$136.28 - $154.74 $549,617 - $624,066
4,033 Added 27.7%
18,591 $2.56 Million
Q3 2024

Nov 18, 2024
SELL
$143.3 - $157.24 $497,967 - $546,409
-3,475 Reduced 19.27%
14,558 $2.24 Million
Q2 2024

Aug 12, 2024
SELL
$138.43 - $147.09 $774,515 - $822,968
-5,595 Reduced 23.68%
18,033 $2.63 Million
Q1 2024

Apr 29, 2024
BUY
$138.48 - $147.86 $687,830 - $734,420
4,967 Added 26.62%
23,628 $3.49 Million
Q4 2023

Jan 26, 2024
BUY
$123.14 - $136.38 $2.3 Million - $2.54 Million
18,661 New
18,661 $2.54 Million

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

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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