Hillcrest Wealth Advisors Ny, LLC Select Sector Spdr Fund Health Transaction History

Hillcrest Wealth Advisors Ny, LLC

$229 Million
Q4 2025

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 5,000 shares of XLV stock, worth $759,150. This represents 0.33% of its overall portfolio holdings.

Number of Shares

5,000

Previous 8,500 41.18%

Holding current value

$759,150

Previous $1.18 Million 35.79%

% of portfolio

0.33%

Previous 0.53%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$141.95 - $152.82 $496,824 - $534,870	-3,500 Reduced 41.18%	5,000 $759,000
Q3 2025 Oct 20, 2025	SELL	$129.01 - $139.72 $154,812 - $167,664	-1,200 Reduced 12.37%	8,500 $1.18 Million
Q1 2024 Apr 11, 2024	SELL	$138.48 - $147.86 $138,480 - $147,860	-1,000 Reduced 9.35%	9,700 $1.43 Million
Q4 2023 Jan 12, 2024	SELL	$123.14 - $136.38 $123,140 - $136,380	-1,000 Reduced 8.55%	10,700 $1.46 Million
Q2 2023 Jul 31, 2023	SELL	$126.74 - $135.66 $202,784 - $217,056	-1,600 Reduced 12.03%	11,700 $1.55 Million

Q1 2023 May 08, 2023	BUY	$124.15 - $135.82 $124,150 - $135,820	1,000 Added 8.13%	13,300 $1.72 Million
Q4 2022 Feb 08, 2023	SELL	$121.85 - $140.1 $188,867 - $217,155	-1,550 Reduced 11.19%	12,300 $1.67 Million
Q2 2022 Aug 02, 2022	BUY	$119.89 - $142.83 $119,890 - $142,830	1,000 Added 7.78%	13,850 $1.78 Million
Q1 2022 May 09, 2022	SELL	$126.55 - $139.44 $126,550 - $139,440	-1,000 Reduced 7.22%	12,850 $1.76 Million
Q4 2021 Feb 04, 2022	BUY	$125.34 - $141.49 $137,874 - $155,639	1,100 Added 8.63%	13,850 $1.95 Million
Q3 2021 Oct 26, 2021	SELL	$127.07 - $136.85 $76,242 - $82,110	-600 Reduced 4.49%	12,750 $1.62 Million
Q2 2021 Aug 03, 2021	SELL	$116.39 - $126.03 $338,462 - $366,495	-2,908 Reduced 17.89%	13,350 $1.68 Million
Q1 2021 Apr 28, 2021	BUY	$110.8 - $118.5 $376,166 - $402,307	3,395 Added 26.39%	16,258 $1.9 Million
Q4 2020 Feb 03, 2021	BUY	$101.66 - $113.44 $472,719 - $527,496	4,650 Added 56.62%	12,863 $1.46 Million
Q3 2020 Oct 21, 2020	BUY	$100.71 - $109.44 $249,257 - $270,864	2,475 Added 43.13%	8,213 $866,000
Q2 2020 Aug 03, 2020	BUY	$85.21 - $103.92 $51,125 - $62,352	600 Added 11.68%	5,738 $574,000
Q1 2020 Apr 28, 2020	BUY	$74.62 - $104.73 $90,514 - $127,037	1,213 Added 30.9%	5,138 $455,000
Q4 2019 Jan 30, 2020	SELL	$87.95 - $103.11 $728,577 - $854,163	-8,284 Reduced 67.85%	3,925 $400,000
Q2 2019 Aug 06, 2019	BUY	N/A	600 Added 5.17%	12,209 $1.13 Million
Q1 2019 May 10, 2019	BUY	N/A	150 Added 1.31%	11,609 $1.07 Million
Q4 2018 Feb 08, 2019	BUY	N/A	11,459 New	11,459 $991,000

Others Institutions Holding XLV

# of Institutions

1,983

Shares Held

195M

Call Options Held

13.9M

Put Options Held

22.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Hillcrest Wealth Advisors Ny, LLC Select Sector Spdr Fund Health Transaction History