Wealth Architects, LLC Select Sector Spdr Fund Health Transaction History

Wealth Architects, LLC

$848 Million
Q3 2024

A detailed history of Wealth Architects, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealth Architects, LLC holds 1,508 shares of XLV stock, worth $210,094. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,508

Previous 1,508 -0.0%

Holding current value

$210,094

Previous $219,000 5.94%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$138.43 - $147.09 $23,394 - $24,858	-169 Reduced 10.08%	1,508 $219,000
Q1 2024 May 13, 2024	BUY	$138.48 - $147.86 $1,107 - $1,182	8 Added 0.48%	1,677 $247,000
Q1 2023 Apr 21, 2023	SELL	$124.15 - $135.82 $9,311 - $10,186	-75 Reduced 4.3%	1,669 $216,000
Q3 2022 Oct 24, 2022	BUY	$121.11 - $134.29 $2,058 - $2,282	17 Added 0.98%	1,744 $211,000
Q2 2022 Jul 29, 2022	SELL	$119.89 - $142.83 $1,678 - $1,999	-14 Reduced 0.8%	1,727 $221,000
Q1 2022 May 17, 2022	SELL	$126.55 - $139.44 $3,669 - $4,043	-29 Reduced 1.64%	1,741 $238,000
Q4 2021 Jan 19, 2022	SELL	$125.34 - $141.49 $43,116 - $48,672	-344 Reduced 16.27%	1,770 $249,000
Q3 2021 Nov 09, 2021	BUY	$127.07 - $136.85 $7,878 - $8,484	62 Added 3.02%	2,114 $0
Q2 2021 Aug 09, 2021	BUY	$116.39 - $126.03 $238,832 - $258,613	2,052 New	2,052 $258,000

Others Institutions Holding XLV

# of Institutions

1,943

Shares Held

203M

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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Wealth Architects, LLC Select Sector Spdr Fund Health Transaction History