MAI Capital Management's ownership history for XLV

MAI Capital Management currently holds 236.9K shares with a market value of $34.7M. It started holding XLV on 2024-09-30. At its peak, it held 236.9K shares on 2026-03-31. Its highest holding value was $36.0M on 2025-12-31. At its lowest, it held 191.3K shares on 2025-03-31, with a value of $26.6M on 2024-12-31. In the recent 180 days, MAI Capital Management has increased its shares by 22.7K. In the recent year, MAI Capital Management has increased its shares by 45.6K.

It has also owned 4 contracts of calls, with the market value of the underlying securities totaling $58.6K on 2024-12-31. At its peak, it held 6 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $87.6K on 2025-03-31. At its lowest, it held 3 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $40.4K on 2025-06-30. In the recent 180 days, MAI Capital Management has increased its holdings by 0 contracts. In the recent year, MAI Capital Management has decreased its holdings by 2 contracts.