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

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 2,176 shares of XLV stock, worth $330,382. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,176
Previous 2,176 -0.0%
Holding current value
$330,382
Previous $293,000 3.07%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$128.77 - $144.3 $33,737 - $37,806
262 Added 13.69%
2,176 $293,000
Q1 2025

Apr 28, 2025
BUY
$137.61 - $149.68 $137 - $149
1 Added 0.05%
1,914 $279,000
Q4 2024

Jan 24, 2025
BUY
$136.28 - $154.74 $47,016 - $53,385
345 Added 22.0%
1,913 $263,000
Q3 2024

Oct 30, 2024
SELL
$143.3 - $157.24 $7,738 - $8,490
-54 Reduced 3.33%
1,568 $241,000
Q1 2024

May 14, 2024
BUY
$138.48 - $147.86 $224,614 - $239,828
1,622 New
1,622 $239,000

Others Institutions Holding XLV

# of Institutions
1,982
Shares Held
195M
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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