Oak Harbor Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History

Oak Harbor Wealth Partners, LLC

$395 Million
Q3 2025

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 1,362 shares of XLV stock, worth $206,792. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,362

Previous 1,411 3.47%

Holding current value

$206,792

Previous $190,000 0.53%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$129.01 - $139.72 $6,321 - $6,846	-49 Reduced 3.47%	1,362 $189,000
Q2 2025 Jul 31, 2025	BUY	$128.77 - $144.3 $108,939 - $122,077	846 Added 149.73%	1,411 $190,000
Q1 2025 May 12, 2025	SELL	$137.61 - $149.68 $25,457 - $27,690	-185 Reduced 24.67%	565 $82,000
Q4 2024 Feb 07, 2025	BUY	$136.28 - $154.74 $102,210 - $116,055	750 New	750 $103,000
Q1 2024 Apr 23, 2024	SELL	$138.48 - $147.86 $7,754 - $8,280	-56 Reduced 42.11%	77 $11,000

Q4 2023 Feb 09, 2024	BUY	$123.14 - $136.38 $16,377 - $18,138	133 New	133 $18,000
Q1 2022 May 11, 2022	SELL	$126.55 - $139.44 $10,377 - $11,434	-82 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$125.34 - $141.49 $10,277 - $11,602	82 New	82 $12,000

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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Oak Harbor Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History