Wetzel Investment Advisors, Inc. Select Sector Spdr Fund Health Transaction History

Wetzel Investment Advisors, Inc.

  • $194 Million
  • Q3 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 2,822 shares of XLV stock, worth $417,994. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,822
Previous 3,651 22.71%
Holding current value
$417,994
Previous $532,000 18.42%
% of portfolio
0.22%
Previous 0.31%

Shares

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

Oct 29, 2024
SELL
$143.3 - $157.24 $118,795 - $130,351
-829 Reduced 22.71%
2,822 $434,000
Q2 2024

Aug 07, 2024
BUY
$138.43 - $147.09 $13,566 - $14,414
98 Added 2.76%
3,651 $532,000
Q1 2024

Apr 23, 2024
SELL
$138.48 - $147.86 $22,433 - $23,953
-162 Reduced 4.36%
3,553 $524,000
Q4 2023

Jan 31, 2024
BUY
$123.14 - $136.38 $457,465 - $506,651
3,715 New
3,715 $507,000

Others Institutions Holding XLV

# of Institutions
1,886
Shares Held
197M
Call Options Held
8.49M
Put Options Held
10.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Wetzel Investment Advisors, Inc. Portfolio

Follow Wetzel Investment Advisors, Inc. 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 Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email