A detailed history of Welch Capital Partners LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Welch Capital Partners LLC holds 63,480 shares of XLV stock, worth $8.82 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
63,480
Previous 63,480 -0.0%
Holding current value
$8.82 Million
Previous $9.25 Million 5.67%
% of portfolio
2.19%
Previous 2.19%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 08, 2023

SELL
$126.74 - $135.66 $22,813 - $24,418
-180 Reduced 0.28%
63,480 $8.43 Million
Q1 2022

May 13, 2022

SELL
$126.55 - $139.44 $149,329 - $164,539
-1,180 Reduced 1.82%
63,660 $8.72 Million
Q4 2021

Feb 08, 2022

SELL
$125.34 - $141.49 $38,855 - $43,861
-310 Reduced 0.48%
64,840 $9.14 Million
Q1 2021

May 10, 2021

SELL
$110.8 - $118.5 $62,048 - $66,360
-560 Reduced 0.85%
65,150 $7.61 Million
Q4 2019

Feb 06, 2020

SELL
$87.95 - $103.11 $115,214 - $135,074
-1,310 Reduced 1.95%
65,710 $6.69 Million
Q3 2019

Nov 13, 2019

SELL
$89.33 - $92.0 $230,471 - $237,360
-2,580 Reduced 3.71%
67,020 $6.04 Million
Q2 2019

Aug 01, 2019

SELL
N/A
-520 Reduced 0.74%
69,600 $6.45 Million
Q1 2018

May 09, 2018

BUY
N/A
70,120 New
70,120 $5.71 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Welch Capital Partners LLC Portfolio

Follow Welch Capital Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Welch Capital Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch Capital Partners LLC with notifications on news.