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

Forvis Wealth Advisors, LLC

$4.41 Billion
Q2 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 3,802 shares of XLV stock, worth $541,290. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,802

Previous 3,984 4.57%

Holding current value

$541,290

Previous $581,000 11.88%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$128.77 - $144.3 $23,436 - $26,262	-182 Reduced 4.57%	3,802 $512,000
Q1 2025 May 13, 2025	SELL	$137.61 - $149.68 $22,843 - $24,846	-166 Reduced 4.0%	3,984 $581,000
Q4 2024 Feb 03, 2025	BUY	$136.28 - $154.74 $55,602 - $63,133	408 Added 10.9%	4,150 $570,000
Q2 2024 Aug 09, 2024	SELL	$138.43 - $147.09 $4,291 - $4,559	-31 Reduced 0.82%	3,742 $545,000
Q1 2024 Apr 19, 2024	SELL	$138.48 - $147.86 $21,187 - $22,622	-153 Reduced 3.9%	3,773 $557,000
Q4 2023 Jan 11, 2024	SELL	$123.14 - $136.38 $46,177 - $51,142	-375 Reduced 8.72%	3,926 $535,000
Q3 2023 Oct 25, 2023	BUY	$128.74 - $136.24 $164,272 - $173,842	1,276 Added 42.18%	4,301 $553,000
Q2 2022 Jul 22, 2022	SELL	$119.89 - $142.83 $12,948 - $15,425	-108 Reduced 3.45%	3,025 $388,000
Q1 2022 May 10, 2022	BUY	$126.55 - $139.44 $396,481 - $436,865	3,133 New	3,133 $429,000
Q2 2021 Jul 14, 2021	SELL	$116.39 - $126.03 $357,782 - $387,416	-3,074 Closed	0 $0
Q1 2021 Apr 23, 2021	SELL	$110.8 - $118.5 $79,554 - $85,083	-718 Reduced 18.93%	3,074 $359,000
Q4 2020 Jan 22, 2021	BUY	$101.66 - $113.44 $385,494 - $430,164	3,792 New	3,792 $430,000
Q2 2019 Jul 10, 2019	SELL	N/A	-2,353 Closed	0 $0
Q1 2019 Apr 10, 2019	BUY	N/A	2,353 New	2,353 $216,000
Q4 2018 Jan 15, 2019	SELL	N/A	-2,248 Closed	0 $0
Q3 2018 Oct 09, 2018	BUY	N/A	2,248 New	2,248 $214,000
Q4 2017 Jan 18, 2018	SELL	N/A	-2,666 Closed	0 $0
Q3 2017 Oct 13, 2017	BUY	N/A	2,666	2,666 $218,000

Others Institutions Holding XLV

# of Institutions

1,968

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

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