Ever Source Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 12,742 shares of XLV stock, worth $1.74 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,742

Previous 5,594 127.78%

Holding current value

$1.74 Million

Previous $769,000 141.87%

% of portfolio

0.11%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$137.61 - $149.68 $983,636 - $1.07 Million	7,148 Added 127.78%	12,742 $1.86 Million
Q4 2024 Feb 07, 2025	BUY	$136.28 - $154.74 $49,742 - $56,480	365 Added 6.98%	5,594 $769,000
Q3 2024 Nov 08, 2024	BUY	$143.3 - $157.24 $53,594 - $58,807	374 Added 7.7%	5,229 $805,000
Q2 2024 Aug 13, 2024	SELL	$138.43 - $147.09 $194,355 - $206,514	-1,404 Reduced 22.43%	4,855 $707,000
Q1 2024 Jun 11, 2024	SELL	$138.48 - $147.86 $25,064 - $26,762	-181 Reduced 2.81%	6,259 $924,000
Q4 2023 Feb 09, 2024	BUY	$123.14 - $136.38 $612,621 - $678,490	4,975 Added 339.59%	6,440 $878,000
Q3 2023 Nov 03, 2023	SELL	$128.74 - $136.24 $1,287 - $1,362	-10 Reduced 0.68%	1,465 $188,000
Q2 2023 Aug 04, 2023	SELL	$126.74 - $135.66 $94,928 - $101,609	-749 Reduced 33.68%	1,475 $195,000
Q1 2023 May 11, 2023	BUY	$124.15 - $135.82 $33,148 - $36,263	267 Added 13.64%	2,224 $287,000
Q4 2022 Feb 09, 2023	BUY	$121.85 - $140.1 $236,632 - $272,074	1,942 Added 12946.67%	1,957 $265,000
Q2 2022 Aug 01, 2022	SELL	$119.89 - $142.83 $11,389 - $13,568	-95 Reduced 86.36%	15 $2,000
Q1 2022 May 25, 2022	SELL	$126.55 - $139.44 $3,416 - $3,764	-27 Reduced 19.71%	110 $15,000
Q4 2021 Feb 07, 2022	BUY	$125.34 - $141.49 $17,171 - $19,384	137 New	137 $19,000

Others Institutions Holding XLV

# of Institutions

2,002

Shares Held

269M

Call Options Held

9.84M

Put Options Held

18.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Ever Source Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History