A detailed history of 4 Wealth Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 8,416 shares of XLV stock, worth $1.12 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
8,416
Previous 10,132 16.94%
Holding current value
$1.12 Million
Previous $1.39 Billion 11.84%
% of portfolio
1.34%
Previous 1.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025

SELL
$137.61 - $149.68 $236,138 - $256,850
-1,716 Reduced 16.94%
8,416 $1.23 Billion
Q4 2024

Feb 14, 2025

BUY
$136.28 - $154.74 $1.38 Million - $1.57 Million
10,132 New
10,132 $1.39 Billion

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track 4 Wealth Advisors, Inc. Portfolio

Follow 4 Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 4 Wealth Advisors, Inc. with notifications on news.