Elk River Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Elk River Wealth Management, LLC

  • $608 Million
  • Q3 2025

A detailed history of Elk River Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 4,059 shares of XLV stock, worth $616,277. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,059
Previous 34,663 88.29%
Holding current value
$616,277
Previous $4.67 Million 87.93%
% of portfolio
0.09%
Previous 0.82%

Shares

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

Oct 23, 2025
SELL
$129.01 - $139.72 $3.95 Million - $4.28 Million
-30,604 Reduced 88.29%
4,059 $564,000
Q2 2025

Jul 11, 2025
BUY
$128.77 - $144.3 $3.88 Million - $4.35 Million
30,143 Added 666.88%
34,663 $4.67 Million
Q1 2025

Apr 11, 2025
BUY
$137.61 - $149.68 $26,558 - $28,888
193 Added 4.46%
4,520 $653,000
Q4 2024

Feb 03, 2025
BUY
$136.28 - $154.74 $41,837 - $47,505
307 Added 7.64%
4,327 $595,000
Q1 2024

Apr 15, 2024
SELL
$138.48 - $147.86 $152,328 - $162,646
-1,100 Reduced 21.48%
4,020 $593,000
Q2 2023

Jul 17, 2023
SELL
$126.74 - $135.66 $27,882 - $29,845
-220 Reduced 4.12%
5,120 $679,000
Q4 2022

Jan 19, 2023
BUY
$121.85 - $140.1 $26,807 - $30,822
220 Added 4.3%
5,340 $0
Q1 2022

Apr 18, 2022
SELL
$126.55 - $139.44 $34,801 - $38,346
-275 Reduced 5.1%
5,120 $701,000
Q4 2021

Feb 11, 2022
SELL
$125.34 - $141.49 $33,967 - $38,343
-271 Reduced 4.78%
5,395 $760,000
Q1 2021

Apr 27, 2021
SELL
$110.8 - $118.5 $124,650 - $133,312
-1,125 Reduced 16.57%
5,666 $661,000
Q4 2020

Feb 08, 2021
BUY
$101.66 - $113.44 $690,373 - $770,371
6,791 New
6,791 $770,000

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
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