Number of Shares
115,617.00
Current Holdings Value*
$16.88 Mil
% of Portfolio
3.53%
Total Estimate Gain
$-632,801.73
% of Total Estimate Gain
-0.67%

Bellwether Advisors, LLC's Health Care Select Sector SPDR Holding Summary

As of 2025-03-31, Bellwether Advisors, LLC held 115,617.00 shares of Health Care Select Sector SPDR(XLV), totaling $16.88 Mil. This investment constitutes 3.53% of their stock portfolio, and Bellwether Advisors, LLC now holds 0.04% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2021Q3. And since then Bellwether Advisors, LLC has made 7 purchases of XLV, at an average price of $133.84, for a total of 703,941.00 shares. In addition, there have been 4 sales at an average price of $132.50 for 588,324.00 shares. Based on historical transaction data and XLV's current price of $135.19, Bellwether Advisors, LLC's estimated gain on his XLV holdings is $-632,801.73, reflecting a -0.67% gain to date.

Bellwether Advisors, LLC XLV ($135.19) Holding Chart

Bellwether Advisors, LLC XLV ($135.19) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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