Elk River Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Elk River Wealth Management, LLC

$522 Million
Q1 2025

A detailed history of Elk River Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 4,520 shares of XLV stock, worth $634,924. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,520

Previous 4,327 4.46%

Holding current value

$634,924

Previous $595,000 9.75%

% of portfolio

0.13%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$137.61 - $149.68 $26,558 - $28,888	193 Added 4.46%	4,520 $653,000
Q4 2024 Feb 03, 2025	BUY	$136.28 - $154.74 $41,837 - $47,505	307 Added 7.64%	4,327 $595,000
Q1 2024 Apr 15, 2024	SELL	$138.48 - $147.86 $152,328 - $162,646	-1,100 Reduced 21.48%	4,020 $593,000
Q2 2023 Jul 17, 2023	SELL	$126.74 - $135.66 $27,882 - $29,845	-220 Reduced 4.12%	5,120 $679,000
Q4 2022 Jan 19, 2023	BUY	$121.85 - $140.1 $26,807 - $30,822	220 Added 4.3%	5,340 $0
Q1 2022 Apr 18, 2022	SELL	$126.55 - $139.44 $34,801 - $38,346	-275 Reduced 5.1%	5,120 $701,000
Q4 2021 Feb 11, 2022	SELL	$125.34 - $141.49 $33,967 - $38,343	-271 Reduced 4.78%	5,395 $760,000
Q1 2021 Apr 27, 2021	SELL	$110.8 - $118.5 $124,650 - $133,312	-1,125 Reduced 16.57%	5,666 $661,000
Q4 2020 Feb 08, 2021	BUY	$101.66 - $113.44 $690,373 - $770,371	6,791 New	6,791 $770,000

Others Institutions Holding XLV

# of Institutions

2,018

Shares Held

203M

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

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Elk River Wealth Management, LLC Select Sector Spdr Fund Health Transaction History