Acorn Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Acorn Wealth Advisors, LLC

$293 Million
Q3 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 5,677 shares of XLV stock, worth $861,938. This represents 0.27% of its overall portfolio holdings.

Number of Shares

5,677

Previous 1,587 257.72%

Holding current value

$861,938

Previous $213,000 270.89%

% of portfolio

0.27%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$129.01 - $139.72 $527,650 - $571,454	4,090 Added 257.72%	5,677 $790,000
Q2 2025 Aug 13, 2025	BUY	$128.77 - $144.3 $901 - $1,010	7 Added 0.44%	1,587 $213,000
Q1 2025 May 01, 2025	SELL	$137.61 - $149.68 $55,456 - $60,321	-403 Reduced 20.32%	1,580 $230,000
Q4 2024 Feb 04, 2025	BUY	$136.28 - $154.74 $545 - $618	4 Added 0.2%	1,983 $272,000
Q3 2024 Nov 13, 2024	BUY	$143.3 - $157.24 $5,302 - $5,817	37 Added 1.91%	1,979 $304,000

Q2 2024 Jul 30, 2024	BUY	$138.43 - $147.09 $830 - $882	6 Added 0.31%	1,942 $283,000
Q1 2024 Apr 26, 2024	SELL	$138.48 - $147.86 $3,600 - $3,844	-26 Reduced 1.33%	1,936 $286,000
Q4 2023 Feb 07, 2024	SELL	$123.14 - $136.38 $32,878 - $36,413	-267 Reduced 11.98%	1,962 $267,000
Q3 2023 Nov 07, 2023	BUY	$128.74 - $136.24 $2,832 - $2,997	22 Added 1.0%	2,229 $286,000
Q2 2023 Aug 02, 2023	BUY	$126.74 - $135.66 $10,519 - $11,259	83 Added 3.91%	2,207 $292,000
Q1 2023 May 09, 2023	BUY	$124.15 - $135.82 $2,358 - $2,580	19 Added 0.9%	2,124 $274,000
Q4 2022 Feb 10, 2023	BUY	$121.85 - $140.1 $974 - $1,120	8 Added 0.38%	2,105 $285,000
Q3 2022 Nov 09, 2022	BUY	$121.11 - $134.29 $1,089 - $1,208	9 Added 0.43%	2,097 $254,000
Q2 2022 Aug 08, 2022	BUY	$119.89 - $142.83 $250,330 - $298,229	2,088 New	2,088 $268,000
Q3 2018 Nov 13, 2018	SELL	N/A	-405 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	405 New	405 $34,000

Others Institutions Holding XLV

# of Institutions

1,962

Shares Held

194M

Call Options Held

13.9M

Put Options Held

22.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Acorn Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History