Evergreen Private Wealth LLC Select Sector Spdr Fund Health Transaction History

Evergreen Private Wealth LLC

  • $239 Billion
  • Q2 2025

A detailed history of Evergreen Private Wealth LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 95 shares of XLV stock, worth $12,365. This represents 0.01% of its overall portfolio holdings.

Number of Shares
95
Previous 95 -0.0%
Holding current value
$12,365
Previous $13.9 Million 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 01, 2025
SELL
$137.61 - $149.68 $118,757 - $129,173
-863 Reduced 90.08%
95 $13.9 Million
Q4 2024

Feb 06, 2025
BUY
$136.28 - $154.74 $78,361 - $88,975
575 Added 150.13%
958 $132 Million
Q4 2023

Feb 08, 2024
BUY
$123.14 - $136.38 $47,162 - $52,233
383 New
383 $52.2 Million

Others Institutions Holding XLV

# of Institutions
1,965
Shares Held
265M
Call Options Held
12.3M
Put Options Held
16.7M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Evergreen Private Wealth LLC Portfolio

Follow Evergreen Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email