Big Sur Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Big Sur Wealth Management LLC

  • $378 Million
  • Q2 2025

A detailed history of Big Sur Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 40,360 shares of XLV stock, worth $5.25 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
40,360
Previous 40,333 0.07%
Holding current value
$5.25 Million
Previous $5.83 Million 6.66%
% of portfolio
1.44%
Previous 1.64%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$128.77 - $144.3 $3,476 - $3,896
27 Added 0.07%
40,360 $5.44 Million
Q1 2025

Apr 16, 2025
BUY
$137.61 - $149.68 $694,930 - $755,884
5,050 Added 14.31%
40,333 $5.83 Million
Q4 2024

Jan 16, 2025
SELL
$136.28 - $154.74 $515,138 - $584,917
-3,780 Reduced 9.68%
35,283 $4.85 Million
Q3 2024

Oct 16, 2024
BUY
$143.3 - $157.24 $639,118 - $701,290
4,460 Added 12.89%
39,063 $6.02 Million
Q2 2024

Jul 22, 2024
SELL
$138.43 - $147.09 $492,395 - $523,199
-3,557 Reduced 9.32%
34,603 $5.04 Million
Q1 2024

May 21, 2024
BUY
$138.48 - $147.86 $2.87 Million - $3.06 Million
20,710 Added 118.68%
38,160 $5.64 Million
Q4 2023

Feb 12, 2024
BUY
$123.14 - $136.38 $184,710 - $204,570
1,500 Added 9.4%
17,450 $2.38 Million
Q3 2023

Nov 13, 2023
BUY
$128.74 - $136.24 $51,496 - $54,496
400 Added 2.57%
15,950 $2.05 Million
Q2 2023

Aug 14, 2023
SELL
$126.74 - $135.66 $126,740 - $135,660
-1,000 Reduced 6.04%
15,550 $2.06 Million
Q1 2023

May 12, 2023
SELL
$124.15 - $135.82 $408,453 - $446,847
-3,290 Reduced 16.58%
16,550 $2.14 Million
Q4 2022

Feb 09, 2023
BUY
$121.85 - $140.1 $36,555 - $42,030
300 Added 1.54%
19,840 $2.7 Million
Q3 2022

Nov 08, 2022
SELL
$121.11 - $134.29 $486,619 - $539,577
-4,018 Reduced 17.06%
19,540 $2.37 Million
Q2 2022

Aug 10, 2022
BUY
$119.89 - $142.83 $215,802 - $257,094
1,800 Added 8.27%
23,558 $3.02 Million
Q1 2022

May 05, 2022
BUY
$126.55 - $139.44 $200,961 - $221,430
1,588 Added 7.87%
21,758 $2.98 Million
Q1 2021

May 06, 2021
BUY
$110.8 - $118.5 $132,960 - $142,200
1,200 Added 6.33%
20,170 $2.36 Million
Q3 2020

Oct 30, 2020
BUY
$100.71 - $109.44 $609,295 - $662,112
6,050 Added 46.83%
18,970 $2 Million
Q1 2020

May 05, 2020
BUY
$74.62 - $104.73 $134,316 - $188,514
1,800 Added 16.19%
12,920 $1.14 Million
Q4 2017

Feb 01, 2018
SELL
N/A
-220 Reduced 1.94%
11,120 $919,000
Q2 2017

Aug 14, 2017
BUY
N/A
11,340
11,340 $903,000

Others Institutions Holding XLV

# of Institutions
1,968
Shares Held
267M
Call Options Held
12.1M
Put Options Held
16.8M
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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