Successful Portfolios LLC Select Sector Spdr Fund Health Transaction History

Successful Portfolios LLC

  • $149 Million
  • Q4 2024

A detailed history of Successful Portfolios LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Successful Portfolios LLC holds 2,042 shares of XLV stock, worth $300,255. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,042
Previous 1,967 3.81%
Holding current value
$300,255
Previous $302,000 7.28%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Jan 16, 2025
BUY
$136.28 - $154.74 $10,221 - $11,605
75 Added 3.81%
2,042 $280,000
Q2 2023

Jul 20, 2023
SELL
$126.74 - $135.66 $38,022 - $40,698
-300 Reduced 13.23%
1,967 $261,000
Q1 2023

Apr 21, 2023
BUY
$124.15 - $135.82 $7,449 - $8,149
60 Added 2.72%
2,267 $293,000
Q4 2022

Jan 27, 2023
BUY
$121.85 - $140.1 $12,185 - $14,010
100 Added 4.75%
2,207 $0
Q1 2021

Apr 20, 2021
BUY
$110.8 - $118.5 $22,160 - $23,700
200 Added 10.49%
2,107 $246,000
Q3 2020

Oct 13, 2020
BUY
$100.71 - $109.44 $192,053 - $208,702
1,907 New
1,907 $201,000
Q1 2020

Apr 23, 2020
SELL
$74.62 - $104.73 $154,985 - $217,524
-2,077 Closed
0 $0
Q4 2019

Jan 23, 2020
SELL
$87.95 - $103.11 $17,590 - $20,622
-200 Reduced 8.78%
2,077 $212,000
Q1 2019

Apr 22, 2019
BUY
N/A
2,277 New
2,277 $209,000
Q4 2018

Jan 14, 2019
SELL
N/A
-2,227 Closed
0 $0
Q3 2018

Oct 15, 2018
BUY
N/A
2,227 New
2,227 $212,000

Others Institutions Holding XLV

# of Institutions
1,923
Shares Held
202M
Call Options Held
10.6M
Put Options Held
16.4M
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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