Arkadios Wealth Advisors Select Sector Spdr Fund Health Transaction History

Arkadios Wealth Advisors

$3.16 Billion
Q2 2025

A detailed history of Arkadios Wealth Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Arkadios Wealth Advisors holds 69,466 shares of XLV stock, worth $9.89 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

69,466

Previous 62,975 10.31%

Holding current value

$9.89 Million

Previous $9.19 Million 1.84%

% of portfolio

0.3%

Previous 0.37%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$128.77 - $144.3 $835,846 - $936,651	6,491 Added 10.31%	69,466 $9.36 Million
Q1 2025 May 08, 2025	BUY	$137.61 - $149.68 $3.28 Million - $3.57 Million	23,822 Added 60.84%	62,975 $9.19 Million
Q4 2024 Jan 15, 2025	BUY	$136.28 - $154.74 $710,563 - $806,814	5,214 Added 15.36%	39,153 $5.39 Million
Q3 2024 Oct 24, 2024	BUY	$143.3 - $157.24 $899,924 - $987,467	6,280 Added 22.71%	33,939 $5.23 Million
Q2 2024 Jul 29, 2024	BUY	$138.43 - $147.09 $2.53 Million - $2.68 Million	18,254 Added 194.09%	27,659 $4.03 Million
Q1 2024 Apr 30, 2024	SELL	$138.48 - $147.86 $31,988 - $34,155	-231 Reduced 2.4%	9,405 $1.39 Million
Q4 2023 Jan 24, 2024	SELL	$123.14 - $136.38 $45,808 - $50,733	-372 Reduced 3.72%	9,636 $1.31 Million
Q3 2023 Oct 13, 2023	BUY	$128.74 - $136.24 $27,035 - $28,610	210 Added 2.14%	10,008 $1.29 Million
Q2 2023 Jul 26, 2023	SELL	$126.74 - $135.66 $52,090 - $55,756	-411 Reduced 4.03%	9,798 $1.3 Million
Q1 2023 May 02, 2023	SELL	$124.15 - $135.82 $124,274 - $135,955	-1,001 Reduced 8.93%	10,209 $1.32 Million
Q4 2022 Jan 11, 2023	BUY	$121.85 - $140.1 $262,830 - $302,195	2,157 Added 23.83%	11,210 $0
Q3 2022 Oct 21, 2022	BUY	$121.11 - $134.29 $51,350 - $56,938	424 Added 4.91%	9,053 $1.1 Million
Q2 2022 Jul 14, 2022	SELL	$119.89 - $142.83 $13,667 - $16,282	-114 Reduced 1.3%	8,629 $1.11 Million
Q1 2022 May 02, 2022	SELL	$126.55 - $139.44 $232,472 - $256,151	-1,837 Reduced 17.36%	8,743 $1.2 Million
Q4 2021 Feb 03, 2022	SELL	$125.34 - $141.49 $75,580 - $85,318	-603 Reduced 5.39%	10,580 $1.49 Million
Q3 2021 Oct 19, 2021	SELL	$127.07 - $136.85 $1.12 Million - $1.2 Million	-8,781 Reduced 43.98%	11,183 $1.42 Million
Q2 2021 Jul 28, 2021	BUY	$116.39 - $126.03 $666,681 - $721,899	5,728 Added 40.24%	19,964 $2.51 Million
Q1 2021 Apr 26, 2021	SELL	$110.8 - $118.5 $984,901 - $1.05 Million	-8,889 Reduced 38.44%	14,236 $1.66 Million
Q4 2020 Feb 09, 2021	BUY	$101.66 - $113.44 $2.26 Million - $2.52 Million	22,243 Added 2521.88%	23,125 $2.62 Million
Q3 2020 Nov 10, 2020	BUY	$100.71 - $109.44 $2,819 - $3,064	28 Added 3.28%	882 $95.2 Million
Q2 2020 Aug 10, 2020	SELL	$85.21 - $103.92 $12,866 - $15,691	-151 Reduced 15.02%	854 $88.2 Million
Q1 2020 May 14, 2020	SELL	$74.62 - $104.73 $18,878 - $26,496	-253 Reduced 20.11%	1,005 $89 Million
Q4 2019 Feb 14, 2020	BUY	$87.95 - $103.11 $110,641 - $129,712	1,258 New	1,258 $0

Others Institutions Holding XLV

# of Institutions

1,964

Shares Held

198M

Call Options Held

14.9M

Put Options Held

14.4M

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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Select Sector Spdr Fund Health Transaction History