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

Amplius Wealth Advisors, LLC

  • $858 Million
  • Q4 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,532 shares of XLV stock, worth $232,603. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,532
Holding current value
$232,603
% of portfolio
0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$141.95 - $152.82 $217,467 - $234,120
1,532 New
1,532 $232,000
Q2 2025

Aug 04, 2025
SELL
$128.77 - $144.3 $44,039 - $49,350
-342 Reduced 18.03%
1,555 $209,000
Q1 2025

Apr 10, 2025
BUY
$137.61 - $149.68 $47,062 - $51,190
342 Added 21.99%
1,897 $274,000
Q4 2024

Jan 16, 2025
SELL
$136.28 - $154.74 $41,701 - $47,350
-306 Reduced 16.44%
1,555 $213,000
Q3 2024

Oct 16, 2024
SELL
$143.3 - $157.24 $32,385 - $35,536
-226 Reduced 10.83%
1,861 $286,000
Q2 2024

Jul 22, 2024
BUY
$138.43 - $147.09 $43,051 - $45,744
311 Added 17.51%
2,087 $304,000
Q1 2024

Apr 16, 2024
SELL
$138.48 - $147.86 $290,531 - $310,210
-2,098 Reduced 54.16%
1,776 $262,000
Q4 2023

Jan 10, 2024
SELL
$123.14 - $136.38 $469,409 - $519,880
-3,812 Reduced 49.6%
3,874 $528,000
Q3 2023

Oct 17, 2023
SELL
$128.74 - $136.24 $119,728 - $126,703
-930 Reduced 10.79%
7,686 $989,000
Q2 2023

Jul 26, 2023
SELL
$126.74 - $135.66 $68,693 - $73,527
-542 Reduced 5.92%
8,616 $1.14 Million
Q1 2023

Apr 25, 2023
BUY
$124.15 - $135.82 $23,464 - $25,669
189 Added 2.11%
9,158 $1.19 Million
Q4 2022

Jan 19, 2023
BUY
$121.85 - $140.1 $379,075 - $435,851
3,111 Added 53.11%
8,969 $0
Q3 2022

Nov 10, 2022
SELL
$121.11 - $134.29 $64,067 - $71,039
-529 Reduced 8.28%
5,858 $709,000
Q2 2022

Jul 21, 2022
BUY
$119.89 - $142.83 $568,518 - $677,299
4,742 Added 288.27%
6,387 $819,000
Q1 2022

May 09, 2022
BUY
$126.55 - $139.44 $4,176 - $4,601
33 Added 2.05%
1,645 $225,000
Q4 2021

Jan 28, 2022
BUY
$125.34 - $141.49 $202,048 - $228,081
1,612 New
1,612 $227,000

Others Institutions Holding XLV

# of Institutions
1,974
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
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