A detailed history of Lifeworks Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 2,444 shares of XLV stock, worth $371,072. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,444
Previous 2,647 7.67%
Holding current value
$371,072
Previous $356,000 4.49%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 12, 2025

SELL
$129.01 - $139.72 $26,189 - $28,363
-203 Reduced 7.67%
2,444 $340,000
Q2 2025

Aug 04, 2025

BUY
$128.77 - $144.3 $27,685 - $31,024
215 Added 8.84%
2,647 $356,000
Q1 2025

May 06, 2025

BUY
$137.61 - $149.68 $4,816 - $5,238
35 Added 1.46%
2,432 $355,000
Q4 2024

Feb 07, 2025

SELL
$136.28 - $154.74 $15,263 - $17,330
-112 Reduced 4.46%
2,397 $329,000
Q3 2024

Nov 06, 2024

SELL
$143.3 - $157.24 $429 - $471
-3 Reduced 0.12%
2,509 $386,000
Q2 2024

Aug 13, 2024

BUY
$138.43 - $147.09 $37,376 - $39,714
270 Added 12.04%
2,512 $366,000
Q1 2024

May 10, 2024

BUY
$138.48 - $147.86 $310,472 - $331,502
2,242 New
2,242 $331,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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