Avidian Wealth Solutions, LLC Select Sector Spdr Fund Health Transaction History

Avidian Wealth Solutions, LLC

  • $2.51 Billion
  • Q3 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 3,703 shares of XLV stock, worth $562,226. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,703
Previous 3,062 20.93%
Holding current value
$562,226
Previous $412,000 25.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 30, 2025
BUY
$129.01 - $139.72 $82,695 - $89,560
641 Added 20.93%
3,703 $515,000
Q2 2025

Jul 30, 2025
SELL
$128.77 - $144.3 $3,090 - $3,463
-24 Reduced 0.78%
3,062 $412,000
Q1 2025

Apr 25, 2025
SELL
$137.61 - $149.68 $38,530 - $41,910
-280 Reduced 8.32%
3,086 $450,000
Q4 2024

Jan 29, 2025
SELL
$136.28 - $154.74 $83,267 - $94,546
-611 Reduced 15.36%
3,366 $463,000
Q3 2024

Oct 30, 2024
BUY
$143.3 - $157.24 $46,715 - $51,260
326 Added 8.93%
3,977 $612,000
Q2 2024

Aug 06, 2024
SELL
$138.43 - $147.09 $54,402 - $57,806
-393 Reduced 9.72%
3,651 $532,000
Q1 2024

May 03, 2024
SELL
$138.48 - $147.86 $39,605 - $42,287
-286 Reduced 6.61%
4,044 $597,000
Q4 2023

Feb 06, 2024
SELL
$123.14 - $136.38 $396,018 - $438,598
-3,216 Reduced 42.62%
4,330 $590,000
Q3 2023

Oct 13, 2023
SELL
$128.74 - $136.24 $5.02 Million - $5.31 Million
-38,956 Reduced 83.77%
7,546 $971,000
Q2 2023

Aug 03, 2023
SELL
$126.74 - $135.66 $4.56 Million - $4.88 Million
-35,959 Reduced 43.61%
46,502 $6.17 Million
Q1 2023

May 08, 2023
SELL
$124.15 - $135.82 $5.05 Million - $5.52 Million
-40,653 Reduced 33.02%
82,461 $10.7 Million
Q4 2022

Feb 06, 2023
SELL
$121.85 - $140.1 $825,777 - $949,457
-6,777 Reduced 5.22%
123,114 $16.7 Million
Q3 2022

Nov 03, 2022
BUY
$121.11 - $134.29 $1.83 Million - $2.03 Million
15,097 Added 13.15%
129,891 $15.7 Million
Q2 2022

Jul 29, 2022
SELL
$119.89 - $142.83 $752,789 - $896,829
-6,279 Reduced 5.19%
114,794 $14.7 Million
Q1 2022

May 10, 2022
BUY
$126.55 - $139.44 $725,004 - $798,851
5,729 Added 4.97%
121,073 $16.6 Million
Q4 2021

Feb 14, 2022
BUY
$125.34 - $141.49 $5.19 Million - $5.86 Million
41,404 Added 56.0%
115,344 $16.3 Million
Q3 2021

Nov 10, 2021
BUY
$127.07 - $136.85 $4.64 Million - $4.99 Million
36,495 Added 97.46%
73,940 $9.41 Million
Q2 2021

Aug 09, 2021
BUY
$116.39 - $126.03 $3.82 Million - $4.14 Million
32,856 Added 715.97%
37,445 $4.72 Million
Q1 2021

May 05, 2021
SELL
$110.8 - $118.5 $10.4 Million - $11.1 Million
-93,454 Reduced 95.32%
4,589 $536,000
Q4 2020

Feb 09, 2021
SELL
$101.66 - $113.44 $4.1 Million - $4.58 Million
-40,342 Reduced 29.15%
98,043 $11.1 Million
Q3 2020

Nov 06, 2020
SELL
$100.71 - $109.44 $462,863 - $502,986
-4,596 Reduced 3.21%
138,385 $14.6 Million
Q2 2020

Aug 10, 2020
SELL
$85.21 - $103.92 $530,176 - $646,590
-6,222 Reduced 4.17%
142,981 $14.3 Million
Q1 2020

Apr 22, 2020
SELL
$74.62 - $104.73 $327,656 - $459,869
-4,391 Reduced 2.86%
149,203 $13.2 Million
Q4 2019

Feb 13, 2020
BUY
$87.95 - $103.11 $480,998 - $563,908
5,469 Added 3.69%
153,594 $15.6 Million
Q3 2019

Nov 14, 2019
BUY
$89.33 - $92.0 $12.9 Million - $13.3 Million
144,405 Added 3881.85%
148,125 $13.4 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-1,688 Reduced 31.21%
3,720 $345,000
Q1 2019

May 15, 2019
SELL
N/A
-24,617 Reduced 81.99%
5,408 $496,000
Q4 2018

Feb 14, 2019
BUY
N/A
27,172 Added 952.4%
30,025 $2.6 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-679 Reduced 19.22%
2,853 $271,000
Q2 2018

Aug 14, 2018
BUY
N/A
113 Added 3.31%
3,532 $295,000
Q3 2017

Nov 14, 2017
SELL
N/A
-1,368 Reduced 28.58%
3,419 $279,000
Q2 2017

Aug 14, 2017
BUY
N/A
4,787
4,787 $379,000

Others Institutions Holding XLV

# of Institutions
1,968
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 Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, 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 Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email