A detailed history of Sound View Wealth Advisors Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 44,765 shares of XLV stock, worth $6.24 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
44,765
Previous 30,413 47.19%
Holding current value
$6.24 Million
Previous $4.43 Million 55.55%
% of portfolio
0.57%
Previous 0.46%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$143.3 - $157.24 $2.06 Million - $2.26 Million
14,352 Added 47.19%
44,765 $6.89 Million
Q2 2024

Aug 05, 2024

BUY
$138.43 - $147.09 $103,822 - $110,317
750 Added 2.53%
30,413 $4.43 Million
Q1 2024

May 09, 2024

SELL
$138.48 - $147.86 $770,641 - $822,840
-5,565 Reduced 15.8%
29,663 $4.38 Million
Q4 2023

Feb 08, 2024

BUY
$123.14 - $136.38 $275,956 - $305,627
2,241 Added 6.79%
35,228 $4.8 Million
Q3 2023

Nov 07, 2023

BUY
$128.74 - $136.24 $899,892 - $952,317
6,990 Added 26.89%
32,987 $4.25 Million
Q2 2023

Aug 08, 2023

BUY
$126.74 - $135.66 $314,061 - $336,165
2,478 Added 10.54%
25,997 $3.45 Million
Q1 2023

May 12, 2023

BUY
$124.15 - $135.82 $1.32 Million - $1.44 Million
10,594 Added 81.97%
23,519 $3.04 Million
Q4 2022

Feb 08, 2023

BUY
$121.85 - $140.1 $12,185 - $14,010
100 Added 0.78%
12,925 $1.76 Million
Q3 2022

Nov 08, 2022

BUY
$121.11 - $134.29 $31,973 - $35,452
264 Added 2.1%
12,825 $1.55 Million
Q2 2022

Aug 05, 2022

BUY
$119.89 - $142.83 $385,925 - $459,769
3,219 Added 34.46%
12,561 $1.61 Million
Q1 2022

May 11, 2022

BUY
$126.55 - $139.44 $196,025 - $215,992
1,549 Added 19.88%
9,342 $1.28 Million
Q4 2021

Jan 20, 2022

BUY
$125.34 - $141.49 $99,394 - $112,201
793 Added 11.33%
7,793 $1.1 Million
Q3 2021

Oct 21, 2021

BUY
$127.07 - $136.85 $121,097 - $130,418
953 Added 15.76%
7,000 $891,000
Q2 2021

Jul 21, 2021

BUY
$116.39 - $126.03 $252,333 - $273,233
2,168 Added 55.89%
6,047 $762,000
Q1 2021

Apr 28, 2021

BUY
$110.8 - $118.5 $157,003 - $167,914
1,417 Added 57.55%
3,879 $453,000
Q4 2020

Feb 02, 2021

SELL
$101.66 - $113.44 $6,912 - $7,713
-68 Reduced 2.69%
2,462 $279,000
Q3 2020

Nov 09, 2020

BUY
$100.71 - $109.44 $4,330 - $4,705
43 Added 1.73%
2,530 $267,000
Q2 2020

Aug 07, 2020

SELL
$85.21 - $103.92 $1,278 - $1,558
-15 Reduced 0.6%
2,487 $249,000
Q1 2020

May 12, 2020

BUY
$74.62 - $104.73 $149 - $209
2 Added 0.08%
2,502 $222,000
Q4 2019

Jan 27, 2020

SELL
$87.95 - $103.11 $40,369 - $47,327
-459 Reduced 15.51%
2,500 $255,000
Q3 2019

Nov 07, 2019

SELL
$89.33 - $92.0 $26,977 - $27,784
-302 Reduced 9.26%
2,959 $267,000
Q2 2019

Aug 07, 2019

BUY
N/A
3,261 New
3,261 $302,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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