Adviser Investments LLC Select Sector Spdr Fund Health Transaction History

Adviser Investments LLC

  • $8.64 Billion
  • Q3 2025

A detailed history of Adviser Investments LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Adviser Investments LLC holds 8,401 shares of XLV stock, worth $1.28 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,401
Previous 8,202 2.43%
Holding current value
$1.28 Million
Previous $1.11 Million 5.79%
% of portfolio
0.01%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$129.01 - $139.72 $25,672 - $27,804
199 Added 2.43%
8,401 $1.17 Million
Q2 2025

Aug 06, 2025
SELL
$128.77 - $144.3 $5,150 - $5,772
-40 Reduced 0.49%
8,202 $1.11 Million
Q1 2025

May 13, 2025
SELL
$137.61 - $149.68 $504,065 - $548,277
-3,663 Reduced 30.77%
8,242 $1.2 Million
Q4 2024

Feb 12, 2025
BUY
$136.28 - $154.74 $621,981 - $706,233
4,564 Added 62.17%
11,905 $1.64 Million
Q3 2024

Nov 08, 2024
SELL
$143.3 - $157.24 $78,385 - $86,010
-547 Reduced 6.93%
7,341 $1.13 Million
Q2 2024

Aug 12, 2024
SELL
$138.43 - $147.09 $19,241 - $20,445
-139 Reduced 1.73%
7,888 $1.15 Million
Q1 2024

Apr 29, 2024
SELL
$138.48 - $147.86 $40,990 - $43,766
-296 Reduced 3.56%
8,027 $1.19 Million
Q4 2023

Feb 01, 2024
BUY
$123.14 - $136.38 $137,177 - $151,927
1,114 Added 15.45%
8,323 $1.14 Million
Q3 2023

Oct 11, 2023
BUY
$128.74 - $136.24 $43,514 - $46,049
338 Added 4.92%
7,209 $928,000
Q2 2023

Aug 04, 2023
BUY
$126.74 - $135.66 $192,644 - $206,203
1,520 Added 28.41%
6,871 $911,000
Q1 2023

Apr 25, 2023
BUY
$124.15 - $135.82 $8,690 - $9,507
70 Added 1.33%
5,351 $692,000
Q4 2022

Jan 19, 2023
SELL
$121.85 - $140.1 $101,744 - $116,983
-835 Reduced 13.65%
5,281 $0
Q3 2022

Oct 14, 2022
BUY
$121.11 - $134.29 $5,207 - $5,774
43 Added 0.71%
6,116 $741,000
Q1 2022

May 04, 2022
SELL
$126.55 - $139.44 $1,012 - $1,115
-8 Reduced 0.13%
6,073 $832,000
Q4 2021

Jan 31, 2022
SELL
$125.34 - $141.49 $24,315 - $27,449
-194 Reduced 3.09%
6,081 $857,000
Q1 2021

May 05, 2021
SELL
$110.8 - $118.5 $997 - $1,066
-9 Reduced 0.14%
6,275 $733,000
Q4 2020

Jan 26, 2021
BUY
$101.66 - $113.44 $22,771 - $25,410
224 Added 3.7%
6,284 $713,000
Q3 2020

Nov 13, 2020
BUY
$100.71 - $109.44 $4,934 - $5,362
49 Added 0.82%
6,060 $639,000
Q2 2020

Aug 03, 2020
SELL
$85.21 - $103.92 $984,942 - $1.2 Million
-11,559 Reduced 65.79%
6,011 $602,000
Q1 2020

Apr 08, 2020
BUY
$74.62 - $104.73 $709,263 - $995,458
9,505 Added 117.85%
17,570 $1.56 Million
Q4 2019

Feb 07, 2020
SELL
$87.95 - $103.11 $88,829 - $104,141
-1,010 Reduced 11.13%
8,065 $821,000
Q2 2019

Aug 12, 2019
SELL
N/A
-31,765 Reduced 77.78%
9,075 $841,000
Q1 2019

May 07, 2019
SELL
N/A
-8,773 Reduced 17.68%
40,840 $3.75 Million
Q4 2018

Jan 25, 2019
BUY
N/A
18,101 Added 57.44%
49,613 $4.29 Million
Q3 2018

Nov 14, 2018
BUY
N/A
23,079 Added 273.67%
31,512 $3 Million
Q2 2018

Aug 02, 2018
SELL
N/A
-29,450 Reduced 77.74%
8,433 $704,000
Q1 2018

May 14, 2018
SELL
N/A
-40,358 Reduced 51.58%
37,883 $3.08 Million
Q4 2017

Feb 12, 2018
BUY
N/A
30,520 Added 63.96%
78,241 $6.47 Million
Q3 2017

Oct 23, 2017
BUY
N/A
39,386 Added 472.54%
47,721 $3.9 Million
Q2 2017

Aug 14, 2017
BUY
N/A
8,335
8,335 $660,000

Others Institutions Holding XLV

# of Institutions
1,963
Shares Held
194M
Call Options Held
13.9M
Put Options Held
22.4M
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 Adviser Investments LLC Portfolio

Follow Adviser Investments LLC 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 Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email