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

Amplius Wealth Advisors, LLC

$881 Million
Q1 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,897 shares of XLV stock, worth $251,618. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,897

Previous 1,555 21.99%

Holding current value

$251,618

Previous $213,000 28.64%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$137.61 - $149.68 $47,062 - $51,190	342 Added 21.99%	1,897 $274,000
Q4 2024 Jan 16, 2025	SELL	$136.28 - $154.74 $41,701 - $47,350	-306 Reduced 16.44%	1,555 $213,000
Q3 2024 Oct 16, 2024	SELL	$143.3 - $157.24 $32,385 - $35,536	-226 Reduced 10.83%	1,861 $286,000
Q2 2024 Jul 22, 2024	BUY	$138.43 - $147.09 $43,051 - $45,744	311 Added 17.51%	2,087 $304,000
Q1 2024 Apr 16, 2024	SELL	$138.48 - $147.86 $290,531 - $310,210	-2,098 Reduced 54.16%	1,776 $262,000
Q4 2023 Jan 10, 2024	SELL	$123.14 - $136.38 $469,409 - $519,880	-3,812 Reduced 49.6%	3,874 $528,000
Q3 2023 Oct 17, 2023	SELL	$128.74 - $136.24 $119,728 - $126,703	-930 Reduced 10.79%	7,686 $989,000
Q2 2023 Jul 26, 2023	SELL	$126.74 - $135.66 $68,693 - $73,527	-542 Reduced 5.92%	8,616 $1.14 Million
Q1 2023 Apr 25, 2023	BUY	$124.15 - $135.82 $23,464 - $25,669	189 Added 2.11%	9,158 $1.19 Million
Q4 2022 Jan 19, 2023	BUY	$121.85 - $140.1 $379,075 - $435,851	3,111 Added 53.11%	8,969 $0
Q3 2022 Nov 10, 2022	SELL	$121.11 - $134.29 $64,067 - $71,039	-529 Reduced 8.28%	5,858 $709,000
Q2 2022 Jul 21, 2022	BUY	$119.89 - $142.83 $568,518 - $677,299	4,742 Added 288.27%	6,387 $819,000
Q1 2022 May 09, 2022	BUY	$126.55 - $139.44 $4,176 - $4,601	33 Added 2.05%	1,645 $225,000
Q4 2021 Jan 28, 2022	BUY	$125.34 - $141.49 $202,048 - $228,081	1,612 New	1,612 $227,000

Others Institutions Holding XLV

# of Institutions

2,027

Shares Held

201M

Call Options Held

9.84M

Put Options Held

18.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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