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

True Wealth Advisors, LLC

  • $307 Million
  • Q4 2025

A detailed history of True Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,398 shares of XLV stock, worth $364,088. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,398
Previous 2,431 1.36%
Holding current value
$364,088
Previous $338,000 7.69%
% of portfolio
0.12%
Previous 0.12%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$141.95 - $152.82 $4,684 - $5,043
-33 Reduced 1.36%
2,398 $364,000
Q3 2025

Oct 15, 2025
BUY
$129.01 - $139.72 $10,320 - $11,177
80 Added 3.4%
2,431 $338,000
Q2 2025

Jul 03, 2025
SELL
$128.77 - $144.3 $51,894 - $58,152
-403 Reduced 14.63%
2,351 $316,000
Q1 2025

Apr 10, 2025
SELL
$137.61 - $149.68 $137,747 - $149,829
-1,001 Reduced 26.66%
2,754 $398,000
Q4 2024

Jan 15, 2025
SELL
$136.28 - $154.74 $88,445 - $100,426
-649 Reduced 14.74%
3,755 $516,000
Q3 2024

Oct 29, 2024
BUY
$143.3 - $157.24 $14,616 - $16,038
102 Added 2.37%
4,404 $678,000
Q2 2024

Jul 24, 2024
SELL
$138.43 - $147.09 $16,334 - $17,356
-118 Reduced 2.67%
4,302 $627,000
Q1 2024

Apr 23, 2024
BUY
$138.48 - $147.86 $26,034 - $27,797
188 Added 4.44%
4,420 $652,000
Q4 2023

Feb 08, 2024
BUY
$123.14 - $136.38 $7,880 - $8,728
64 Added 1.54%
4,232 $577,000
Q3 2023

Nov 07, 2023
BUY
$128.74 - $136.24 $58,319 - $61,716
453 Added 12.19%
4,168 $536,000
Q2 2023

Jul 31, 2023
BUY
$126.74 - $135.66 $22,052 - $23,604
174 Added 4.91%
3,715 $493,000
Q1 2023

Apr 19, 2023
SELL
$124.15 - $135.82 $10,552 - $11,544
-85 Reduced 2.34%
3,541 $458,000
Q4 2022

Jan 23, 2023
BUY
$121.85 - $140.1 $28,391 - $32,643
233 Added 6.87%
3,626 $0
Q3 2022

Oct 21, 2022
BUY
$121.11 - $134.29 $25,190 - $27,932
208 Added 6.53%
3,393 $411,000
Q2 2022

Jul 27, 2022
SELL
$119.89 - $142.83 $9,351 - $11,140
-78 Reduced 2.39%
3,185 $408,000
Q1 2022

May 05, 2022
BUY
$126.55 - $139.44 $37,585 - $41,413
297 Added 10.01%
3,263 $460,000
Q1 2022

May 04, 2022
SELL
$126.55 - $139.44 $37,585 - $41,413
-297 Reduced 9.1%
2,966 $385,000
Q4 2021

Feb 02, 2022
BUY
$125.34 - $141.49 $24,065 - $27,166
192 Added 6.25%
3,263 $460,000
Q3 2021

Oct 25, 2021
BUY
$127.07 - $136.85 $390,231 - $420,266
3,071 New
3,071 $391,000
Q2 2021

Jul 23, 2021
SELL
$116.39 - $126.03 $268,046 - $290,247
-2,303 Closed
0 $0
Q1 2021

Apr 22, 2021
BUY
$110.8 - $118.5 $255,172 - $272,905
2,303 New
2,303 $0

Others Institutions Holding XLV

# of Institutions
1,971
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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