Wealth Trust Axiom LLC Select Sector Spdr Fund Health Transaction History

Wealth Trust Axiom LLC

$360 Million
Q3 2025

A detailed history of Wealth Trust Axiom LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 2,072 shares of XLV stock, worth $314,591. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,072

Previous 1,844 12.36%

Holding current value

$314,591

Previous $248,000 16.13%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$129.01 - $139.72 $29,414 - $31,856	228 Added 12.36%	2,072 $288,000
Q1 2025 May 14, 2025	SELL	$137.61 - $149.68 $2,752 - $2,993	-20 Reduced 1.07%	1,844 $269,000
Q4 2024 Feb 13, 2025	SELL	$136.28 - $154.74 $136 - $154	-1 Reduced 0.05%	1,864 $256,000
Q3 2024 Nov 13, 2024	SELL	$143.3 - $157.24 $1,003 - $1,100	-7 Reduced 0.37%	1,865 $287,000
Q4 2023 Feb 05, 2024	BUY	$123.14 - $136.38 $8,496 - $9,410	69 Added 3.83%	1,872 $255,000

Q1 2022 May 09, 2022	BUY	$126.55 - $139.44 $11,136 - $12,270	88 Added 5.13%	1,803 $247,000
Q4 2021 Feb 02, 2022	SELL	$125.34 - $141.49 $5,264 - $5,942	-42 Reduced 2.39%	1,715 $241,000
Q1 2021 Apr 14, 2021	BUY	$110.8 - $118.5 $194,675 - $208,204	1,757 New	1,757 $205,000

Others Institutions Holding XLV

# of Institutions

1,963

Shares Held

194M

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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Wealth Trust Axiom LLC Select Sector Spdr Fund Health Transaction History