Talisman Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History

Talisman Wealth Advisors LLC

  • $120 Million
  • Q3 2025

A detailed history of Talisman Wealth Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 6,041 shares of XLV stock, worth $917,205. This represents 0.7% of its overall portfolio holdings.

Number of Shares
6,041
Previous 6,185 2.33%
Holding current value
$917,205
Previous $833,000 0.84%
% of portfolio
0.7%
Previous 0.76%

Shares

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

Nov 14, 2025
SELL
$129.01 - $139.72 $18,577 - $20,119
-144 Reduced 2.33%
6,041 $840,000
Q2 2025

Aug 14, 2025
SELL
$128.77 - $144.3 $7,082 - $7,936
-55 Reduced 0.88%
6,185 $833,000
Q1 2025

May 14, 2025
BUY
$137.61 - $149.68 $57,933 - $63,015
421 Added 7.23%
6,240 $911,000
Q3 2024

Nov 14, 2024
SELL
$143.3 - $157.24 $1,146 - $1,257
-8 Reduced 0.14%
5,819 $896,000
Q2 2024

Aug 14, 2024
SELL
$138.43 - $147.09 $19,241 - $20,445
-139 Reduced 2.33%
5,827 $849,000
Q1 2024

May 15, 2024
BUY
$138.48 - $147.86 $91,950 - $98,179
664 Added 12.52%
5,966 $881,000
Q4 2023

Feb 13, 2024
BUY
$123.14 - $136.38 $59,353 - $65,735
482 Added 10.0%
5,302 $723,000
Q3 2023

Nov 13, 2023
BUY
$128.74 - $136.24 $149,467 - $158,174
1,161 Added 31.73%
4,820 $620,000
Q2 2023

Aug 10, 2023
SELL
$126.74 - $135.66 $14,448 - $15,465
-114 Reduced 3.02%
3,659 $485,000
Q1 2023

May 11, 2023
BUY
$124.15 - $135.82 $79,704 - $87,196
642 Added 20.5%
3,773 $488,000
Q4 2022

Feb 15, 2023
BUY
$121.85 - $140.1 $381,512 - $438,653
3,131 New
3,131 $425,000

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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