Wespac Advisors So Cal, LLC Select Sector Spdr Fund Health Transaction History

Wespac Advisors So Cal, LLC

  • $480 Million
  • Q4 2025

A detailed history of Wespac Advisors So Cal, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 61,458 shares of XLV stock, worth $9.33 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
61,458
Previous 59,399 3.47%
Holding current value
$9.33 Million
Previous $8.27 Million 12.88%
% of portfolio
1.94%
Previous 1.82%

Shares

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

Jan 07, 2026
BUY
$141.95 - $152.82 $292,275 - $314,656
2,059 Added 3.47%
61,458 $9.33 Million
Q3 2025

Oct 22, 2025
SELL
$129.01 - $139.72 $2.86 Million - $3.09 Million
-22,140 Reduced 27.15%
59,399 $8.27 Million
Q2 2025

Jul 30, 2025
SELL
$128.77 - $144.3 $2.88 Million - $3.23 Million
-22,386 Reduced 21.54%
81,539 $11 Million
Q1 2025

May 06, 2025
BUY
$137.61 - $149.68 $1.6 Million - $1.74 Million
11,630 Added 12.6%
103,925 $15.2 Million
Q4 2024

Jan 24, 2025
SELL
$136.28 - $154.74 $627,160 - $712,113
-4,602 Reduced 4.75%
92,295 $12.7 Million
Q3 2024

Nov 06, 2024
BUY
$143.3 - $157.24 $1.66 Million - $1.83 Million
11,607 Added 13.61%
96,897 $14.9 Million
Q2 2024

Jul 23, 2024
BUY
$138.43 - $147.09 $7.27 Million - $7.72 Million
52,495 Added 160.07%
85,290 $12.4 Million
Q1 2024

Apr 18, 2024
BUY
$138.48 - $147.86 $1.83 Million - $1.96 Million
13,232 Added 67.64%
32,795 $4.84 Million
Q4 2023

Jan 25, 2024
BUY
$123.14 - $136.38 $235,443 - $260,758
1,912 Added 10.83%
19,563 $2.67 Million
Q3 2023

Nov 09, 2023
BUY
$128.74 - $136.24 $48,921 - $51,771
380 Added 2.2%
17,651 $2.27 Million
Q2 2023

Jul 20, 2023
SELL
$126.74 - $135.66 $10,139 - $10,852
-80 Reduced 0.46%
17,271 $2.29 Million
Q1 2023

May 15, 2023
BUY
$124.15 - $135.82 $59,592 - $65,193
480 Added 2.85%
17,351 $2.25 Million
Q4 2022

Jan 25, 2023
BUY
$121.85 - $140.1 $37,407 - $43,010
307 Added 1.85%
16,871 $0
Q3 2022

Nov 10, 2022
SELL
$121.11 - $134.29 $121 - $134
-1 Reduced 0.01%
16,564 $2.2 Million
Q2 2022

Jul 19, 2022
BUY
$119.89 - $142.83 $10,430 - $12,426
87 Added 0.53%
16,565 $2.12 Million
Q1 2022

May 19, 2022
BUY
$126.55 - $139.44 $33,788 - $37,230
267 Added 1.65%
16,478 $2.26 Million
Q4 2021

Feb 03, 2022
BUY
$125.34 - $141.49 $1.49 Million - $1.68 Million
11,857 Added 272.32%
16,211 $2.13 Million
Q4 2021

Feb 02, 2022
SELL
$125.34 - $141.49 $136,244 - $153,799
-1,087 Reduced 19.98%
4,354 $952,000
Q3 2021

Oct 14, 2021
BUY
$127.07 - $136.85 $83,230 - $89,636
655 Added 13.69%
5,441 $686,000
Q2 2021

Jul 29, 2021
BUY
$116.39 - $126.03 $17,458 - $18,904
150 Added 3.24%
4,786 $603,000
Q1 2021

Apr 30, 2021
BUY
$110.8 - $118.5 $63,599 - $68,019
574 Added 14.13%
4,636 $541,000
Q4 2020

Feb 02, 2021
SELL
$101.66 - $113.44 $286,172 - $319,333
-2,815 Reduced 40.93%
4,062 $461,000
Q3 2020

Oct 23, 2020
BUY
$100.71 - $109.44 $79,359 - $86,238
788 Added 12.94%
6,877 $745,000
Q2 2020

Jul 17, 2020
BUY
$85.21 - $103.92 $106,512 - $129,900
1,250 Added 25.83%
6,089 $613,000
Q1 2020

Apr 30, 2020
SELL
$74.62 - $104.73 $151,105 - $212,078
-2,025 Reduced 29.5%
4,839 $488,000
Q4 2019

Feb 13, 2020
BUY
$87.95 - $103.11 $62,004 - $72,692
705 Added 11.45%
6,864 $699,000
Q3 2019

Oct 17, 2019
BUY
$89.33 - $92.0 $49,488 - $50,968
554 Added 9.88%
6,159 $555,000
Q2 2019

Jul 30, 2019
BUY
N/A
1,580 Added 39.25%
5,605 $519,000
Q1 2019

May 02, 2019
BUY
N/A
100 Added 2.55%
4,025 $369,000
Q4 2018

Feb 07, 2019
BUY
N/A
485 Added 14.1%
3,925 $0
Q3 2018

Oct 22, 2018
SELL
N/A
-275 Reduced 7.4%
3,440 $327,000
Q2 2018

Aug 03, 2018
BUY
N/A
475 Added 14.66%
3,715 $310,000
Q1 2018

Apr 16, 2018
BUY
N/A
75 Added 2.37%
3,240 $263,000
Q4 2017

Feb 13, 2018
SELL
N/A
-2,025 Reduced 39.02%
3,165 $261,000
Q2 2017

Aug 11, 2017
BUY
N/A
5,190
5,190 $411,000

Others Institutions Holding XLV

# of Institutions
1,975
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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