U.S. Capital Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

U.S. Capital Wealth Advisors, LLC

$3.48 Billion
Q4 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 39,824 shares of XLV stock, worth $6.05 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

39,824

Previous 36,045 10.48%

Holding current value

$6.05 Million

Previous $5.02 Million 20.53%

% of portfolio

0.17%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$141.95 - $152.82 $536,429 - $577,506	3,779 Added 10.48%	39,824 $6.05 Million
Q3 2025 Oct 09, 2025	SELL	$129.01 - $139.72 $49,281 - $53,373	-382 Reduced 1.05%	36,045 $5.02 Million
Q2 2025 Jul 14, 2025	SELL	$128.77 - $144.3 $368,410 - $412,842	-2,861 Reduced 7.28%	36,427 $4.91 Million
Q1 2025 Apr 29, 2025	SELL	$137.61 - $149.68 $90,547 - $98,489	-658 Reduced 1.65%	39,288 $5.74 Million
Q4 2024 Jan 24, 2025	BUY	$136.28 - $154.74 $3.25 Million - $3.69 Million	23,841 Added 148.03%	39,946 $5.5 Million

Q3 2024 Oct 22, 2024	SELL	$143.3 - $157.24 $129,113 - $141,673	-901 Reduced 5.3%	16,105 $2.48 Million
Q2 2024 Jul 11, 2024	SELL	$138.43 - $147.09 $1.21 Million - $1.29 Million	-8,737 Reduced 33.94%	17,006 $2.48 Million
Q1 2024 May 10, 2024	SELL	$138.48 - $147.86 $288,730 - $308,288	-2,085 Reduced 7.49%	25,743 $3.8 Million
Q4 2023 Feb 06, 2024	SELL	$123.14 - $136.38 $127,696 - $141,426	-1,037 Reduced 3.59%	27,828 $3.8 Million
Q3 2023 Oct 19, 2023	SELL	$128.74 - $136.24 $445,182 - $471,117	-3,458 Reduced 10.7%	28,865 $3.72 Million
Q2 2023 Aug 04, 2023	SELL	$126.74 - $135.66 $403,286 - $431,670	-3,182 Reduced 8.96%	32,323 $4.29 Million
Q1 2023 May 11, 2023	BUY	$124.15 - $135.82 $30,789 - $33,683	248 Added 0.7%	35,505 $4.6 Million
Q4 2022 Feb 03, 2023	BUY	$121.85 - $140.1 $369,327 - $424,643	3,031 Added 9.41%	35,257 $4.79 Million
Q3 2022 Nov 01, 2022	SELL	$121.11 - $134.29 $127,044 - $140,870	-1,049 Reduced 3.15%	32,226 $3.9 Million
Q2 2022 Aug 12, 2022	BUY	$119.89 - $142.83 $253,327 - $301,799	2,113 Added 6.78%	33,275 $4.27 Million
Q1 2022 May 12, 2022	BUY	$126.55 - $139.44 $1.41 Million - $1.56 Million	11,170 Added 55.87%	31,162 $4.27 Million
Q4 2021 Jan 21, 2022	SELL	$125.34 - $141.49 $391,938 - $442,439	-3,127 Reduced 13.53%	19,992 $2.82 Million
Q3 2021 Nov 01, 2021	BUY	$127.07 - $136.85 $2.94 Million - $3.16 Million	23,119 New	23,119 $2.94 Million

Others Institutions Holding XLV

# of Institutions

2,032

Shares Held

196M

Call Options Held

14.2M

Put Options Held

22.6M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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U.S. Capital Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History