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

Big Sur Wealth Management LLC

$378 Million
Q3 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 38,360 shares of XLV stock, worth $5.46 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

38,360

Previous 40,360 4.96%

Holding current value

$5.46 Million

Previous $5.44 Million 1.88%

% of portfolio

1.41%

Previous 1.44%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$129.01 - $139.72 $258,019 - $279,440	-2,000 Reduced 4.96%	38,360 $5.34 Million
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

1,967

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

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