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

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 64,395 shares of XLV stock, worth $8.68 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
64,395
Previous 71,980 10.54%
Holding current value
$8.68 Million
Previous $9.9 Million 5.05%
% of portfolio
0.08%
Previous 0.08%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$137.61 - $149.68 $1.04 Million - $1.14 Million
-7,585 Reduced 10.54%
64,395 $9.4 Million
Q4 2024

Feb 13, 2025
BUY
$136.28 - $154.74 $1.93 Million - $2.19 Million
14,170 Added 24.51%
71,980 $9.9 Million
Q3 2024

Nov 14, 2024
BUY
$143.3 - $157.24 $211,367 - $231,929
1,475 Added 2.62%
57,810 $8.9 Million
Q2 2024

Aug 19, 2024
SELL
$138.43 - $147.09 $43.9 Million - $46.7 Million
-317,475 Reduced 84.93%
56,335 $8.21 Million
Q1 2024

May 14, 2024
BUY
$138.48 - $147.86 $1.86 Million - $1.99 Million
13,430 Added 3.73%
373,810 $55.2 Million
Q4 2023

Feb 28, 2024
BUY
$123.14 - $136.38 $1.37 Million - $1.52 Million
11,137 Added 3.19%
360,380 $49.1 Million
Q3 2023

Nov 22, 2023
BUY
$128.74 - $136.24 $44.8 Million - $47.4 Million
347,995 Added 27884.21%
349,243 $45 Million
Q2 2023

Aug 14, 2023
SELL
$126.74 - $135.66 $7.51 Million - $8.04 Million
-59,273 Reduced 97.94%
1,248 $165,000
Q1 2023

Jun 05, 2023
SELL
$124.15 - $135.82 $24 Million - $26.3 Million
-193,497 Reduced 76.17%
60,521 $7.84 Million
Q4 2022

Jun 12, 2023
BUY
$121.85 - $140.1 $25.5 Million - $29.4 Million
209,587 Added 346.3%
270,108 $36.7 Million
Q3 2022

Dec 02, 2022
BUY
$121.11 - $134.29 $27.5 Million - $30.5 Million
227,203 Added 847.3%
254,018 $30.8 Million
Q2 2022

Aug 11, 2022
BUY
$119.89 - $142.83 $1.75 Million - $2.09 Million
14,623 Added 119.94%
26,815 $3.44 Million
Q1 2022

May 20, 2022
BUY
$126.55 - $139.44 $28,220 - $31,095
223 Added 1.86%
12,192 $1.67 Million
Q4 2021

Feb 17, 2022
BUY
$125.34 - $141.49 $410,237 - $463,096
3,273 Added 37.64%
11,969 $1.69 Million
Q3 2021

Nov 23, 2021
SELL
$127.07 - $136.85 $2.01 Million - $2.16 Million
-15,817 Reduced 64.52%
8,696 $1.11 Million
Q3 2021

Nov 16, 2021
BUY
$127.07 - $136.85 $1.86 Million - $2 Million
14,602 Added 147.33%
24,513 $1.11 Million
Q2 2021

Aug 24, 2021
SELL
$116.39 - $126.03 $47,487 - $51,420
-408 Reduced 3.95%
9,911 $1.25 Million
Q1 2021

May 17, 2021
BUY
$110.8 - $118.5 $16,066 - $17,182
145 Added 1.43%
10,319 $1.21 Million
Q4 2020

Feb 18, 2021
BUY
$101.66 - $113.44 $711 - $794
7 Added 0.07%
10,174 $1.15 Million
Q3 2020

Nov 17, 2020
BUY
$100.71 - $109.44 $47,635 - $51,765
473 Added 4.88%
10,167 $1.07 Million
Q2 2020

Aug 14, 2020
SELL
$85.21 - $103.92 $1.26 Million - $1.54 Million
-14,816 Reduced 60.45%
9,694 $970,000
Q1 2020

May 18, 2020
BUY
$74.62 - $104.73 $94,692 - $132,902
1,269 Added 5.46%
24,510 $2.17 Million
Q4 2019

Feb 14, 2020
BUY
$87.95 - $103.11 $486,979 - $570,920
5,537 Added 31.28%
23,241 $2.37 Million
Q3 2019

Nov 18, 2019
SELL
$89.33 - $92.0 $414,937 - $427,340
-4,645 Reduced 20.78%
17,704 $1.6 Million
Q2 2019

Aug 27, 2019
BUY
N/A
22,349 New
22,349 $2.07 Million
Q1 2019

May 20, 2019
SELL
N/A
-81,434 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
N/A
39,828 Added 95.73%
81,434 $6.08 Million
Q3 2018

Nov 15, 2018
BUY
N/A
408 Added 0.99%
41,606 $3.27 Million
Q2 2018

Aug 14, 2018
BUY
N/A
1,500 Added 3.78%
41,198 $2.97 Million
Q1 2018

May 15, 2018
BUY
N/A
22,306 Added 128.25%
39,698 $2.72 Million
Q4 2017

Feb 15, 2018
BUY
N/A
8,484 Added 95.24%
17,392 $1.32 Million
Q3 2017

Nov 15, 2017
BUY
N/A
5,565 Added 166.47%
8,908 $635,000
Q2 2017

Aug 17, 2017
BUY
N/A
3,343
3,343 $265,000

Others Institutions Holding XLV

# of Institutions
2,001
Shares Held
268M
Call Options Held
12.1M
Put Options Held
17.3M
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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