Wealth Advisors, Inc. Select Sector Spdr Fund Health Transaction History

Wealth Advisors, Inc.

$223 Million
Q3 2023

A detailed history of Wealth Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealth Advisors, Inc. holds 81,344 shares of XLV stock, worth $11.9 Million. This represents 4.69% of its overall portfolio holdings.

Number of Shares

81,344

Previous 83,403 2.47%

Holding current value

$11.9 Million

Previous $11.1 Million 5.4%

% of portfolio

4.69%

Previous 4.71%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	SELL	$128.74 - $136.24 $265,075 - $280,518	-2,059 Reduced 2.47%	81,344 $10.5 Million
Q2 2023 Jul 17, 2023	SELL	$126.74 - $135.66 $666,272 - $713,164	-5,257 Reduced 5.93%	83,403 $11.1 Million
Q1 2023 May 05, 2023	SELL	$124.15 - $135.82 $441,353 - $482,840	-3,555 Reduced 3.86%	88,660 $11.5 Million
Q4 2022 Jan 25, 2023	SELL	$121.85 - $140.1 $603,401 - $693,775	-4,952 Reduced 5.1%	92,215 $0
Q3 2022 Oct 13, 2022	BUY	$121.11 - $134.29 $7,993 - $8,863	66 Added 0.07%	97,167 $11.8 Million
Q2 2022 Aug 05, 2022	BUY	$119.89 - $142.83 $23,258 - $27,709	194 Added 0.2%	97,101 $12.5 Million
Q1 2022 Apr 14, 2022	SELL	$126.55 - $139.44 $171,095 - $188,522	-1,352 Reduced 1.38%	96,907 $13.3 Million
Q4 2021 Jan 24, 2022	BUY	$125.34 - $141.49 $71,945 - $81,215	574 Added 0.59%	98,259 $13.8 Million
Q3 2021 Nov 15, 2021	SELL	$127.07 - $136.85 $162,268 - $174,757	-1,277 Reduced 1.29%	97,685 $12.2 Million
Q2 2021 Aug 04, 2021	BUY	$116.39 - $126.03 $41,202 - $44,614	354 Added 0.36%	98,962 $13 Million
Q1 2021 Apr 28, 2021	BUY	$110.8 - $118.5 $2.39 Million - $2.56 Million	21,585 Added 28.02%	98,608 $12 Million
Q4 2020 Feb 04, 2021	SELL	$101.66 - $113.44 $478,106 - $533,508	-4,703 Reduced 5.75%	77,023 $8.74 Million
Q3 2020 Oct 19, 2020	BUY	$100.71 - $109.44 $1.03 Million - $1.12 Million	10,234 Added 14.31%	81,726 $8.78 Million
Q2 2020 Jul 13, 2020	BUY	$85.21 - $103.92 $704,345 - $859,002	8,266 Added 13.07%	71,492 $7.34 Million
Q1 2020 Apr 17, 2020	BUY	$74.62 - $104.73 $3.69 Million - $5.18 Million	49,470 Added 359.62%	63,226 $6.24 Million
Q4 2019 Mar 16, 2020	BUY	$87.95 - $103.11 $1.21 Million - $1.42 Million	13,756 New	13,756 $1.43 Million

Others Institutions Holding XLV

# of Institutions

1,940

Shares Held

202M

Call Options Held

11M

Put Options Held

16.2M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Wealth Advisors, Inc. Select Sector Spdr Fund Health Transaction History