Number of Shares
504,178.00
Current Holdings Value*
$73.62 Mil
% of Portfolio
7.73%
Total Estimate Gain
$27.63 Mil
% of Total Estimate Gain
50.49%

Conservest Capital Advisors, Inc.'s Health Care Select Sector SPDR Holding Summary

As of 2025-03-31, Conservest Capital Advisors, Inc. held 504,178.00 shares of Health Care Select Sector SPDR(XLV), totaling $73.62 Mil. This investment constitutes 7.73% of their stock portfolio, and Conservest Capital Advisors, Inc. now holds 0.19% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2018Q2. And since then Conservest Capital Advisors, Inc. has made 15 purchases of XLV, at an average price of $90.17, for a total of 606,996.00 shares. In addition, there have been 13 sales at an average price of $132.88 for 102,818.00 shares. Based on historical transaction data and XLV's current price of $136.27, Conservest Capital Advisors, Inc.'s estimated gain on his XLV holdings is $27.63 Mil, reflecting a 50.49% gain to date.

Conservest Capital Advisors, Inc. XLV ($136.27) Holding Chart

Conservest Capital Advisors, Inc. XLV ($136.27) 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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