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

Gratus Wealth Advisors, LLC

  • $710 Billion
  • Q3 2025

A detailed history of Gratus Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 85,317 shares of XLV stock, worth $13 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
85,317
Previous 80,922 5.43%
Holding current value
$13 Million
Previous $10.9 Billion 8.86%
% of portfolio
1.67%
Previous 1.65%

Shares

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

Oct 28, 2025
BUY
$129.01 - $139.72 $566,998 - $614,069
4,395 Added 5.43%
85,317 $11.9 Billion
Q2 2025

Jul 22, 2025
BUY
$128.77 - $144.3 $141,904 - $159,018
1,102 Added 1.38%
80,922 $10.9 Billion
Q1 2025

May 06, 2025
SELL
$137.61 - $149.68 $3.12 Million - $3.4 Million
-22,694 Reduced 22.14%
79,820 $11.7 Billion
Q4 2024

Feb 13, 2025
BUY
$136.28 - $154.74 $883,775 - $1 Million
6,485 Added 6.75%
102,514 $14.1 Billion
Q3 2024

Oct 08, 2024
BUY
$143.3 - $157.24 $653,018 - $716,542
4,557 Added 4.98%
96,029 $14.5 Billion
Q2 2024

Jul 22, 2024
SELL
$138.43 - $147.09 $634,286 - $673,966
-4,582 Reduced 4.77%
91,472 $13.5 Billion
Q1 2024

May 09, 2024
SELL
$138.48 - $147.86 $160,359 - $171,221
-1,158 Reduced 1.19%
96,054 $13.3 Billion
Q4 2023

May 09, 2024
BUY
$123.14 - $136.38 $12 Million - $13.3 Million
97,212 New
97,212 $13.3 Billion

Others Institutions Holding XLV

# of Institutions
1,962
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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