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

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

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 1,555 shares of XLV stock, worth $227,963. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,555

Previous 1,861 16.44%

Holding current value

$227,963

Previous $286,000 25.52%

% of portfolio

0.03%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,988

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

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