Hcr Wealth Advisors Select Sector Spdr Fund Health Transaction History

Hcr Wealth Advisors

  • $759 Million
  • Q1 2025

A detailed history of Hcr Wealth Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,285 shares of XLV stock, worth $320,973. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,285
Previous 2,206 3.58%
Holding current value
$320,973
Previous $303,000 9.9%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 21, 2025
BUY
$137.61 - $149.68 $10,871 - $11,824
79 Added 3.58%
2,285 $333,000
Q3 2024

Oct 10, 2024
BUY
$143.3 - $157.24 $7,165 - $7,862
50 Added 2.32%
2,206 $339,000
Q2 2024

Aug 06, 2024
BUY
$138.43 - $147.09 $50,250 - $53,393
363 Added 20.25%
2,156 $314,000
Q1 2024

May 10, 2024
SELL
$138.48 - $147.86 $22,156 - $23,657
-160 Reduced 8.19%
1,793 $264,000
Q4 2023

Feb 09, 2024
SELL
$123.14 - $136.38 $2,216 - $2,454
-18 Reduced 0.91%
1,953 $266,000
Q3 2023

Oct 20, 2023
SELL
$128.74 - $136.24 $33,987 - $35,967
-264 Reduced 11.81%
1,971 $253,000
Q2 2023

Aug 09, 2023
SELL
$126.74 - $135.66 $18,884 - $20,213
-149 Reduced 6.25%
2,235 $296,000
Q1 2023

May 12, 2023
BUY
$124.15 - $135.82 $8,069 - $8,828
65 Added 2.8%
2,384 $308,000
Q4 2022

Feb 13, 2023
SELL
$121.85 - $140.1 $5,848 - $6,724
-48 Reduced 2.03%
2,319 $315,000
Q3 2022

Nov 07, 2022
SELL
$121.11 - $134.29 $8,356 - $9,266
-69 Reduced 2.83%
2,367 $287,000
Q2 2022

Aug 12, 2022
SELL
$119.89 - $142.83 $65,939 - $78,556
-550 Reduced 18.42%
2,436 $312,000
Q1 2022

May 05, 2022
SELL
$126.55 - $139.44 $9,491 - $10,458
-75 Reduced 2.45%
2,986 $409,000
Q4 2021

Feb 04, 2022
SELL
$125.34 - $141.49 $8,147 - $9,196
-65 Reduced 2.08%
3,061 $431,000
Q3 2021

Nov 02, 2021
SELL
$127.07 - $136.85 $4,066 - $4,379
-32 Reduced 1.01%
3,126 $398,000
Q2 2021

Jul 21, 2021
BUY
$116.39 - $126.03 $9,660 - $10,460
83 Added 2.7%
3,158 $398,000
Q1 2021

May 13, 2021
SELL
$110.8 - $118.5 $19,390 - $20,737
-175 Reduced 5.38%
3,075 $359,000
Q4 2020

Feb 04, 2021
BUY
$101.66 - $113.44 $508 - $567
5 Added 0.15%
3,250 $369,000
Q2 2020

Jul 30, 2020
SELL
$85.21 - $103.92 $9,799 - $11,950
-115 Reduced 3.42%
3,245 $327,000
Q1 2020

May 08, 2020
BUY
$74.62 - $104.73 $10,446 - $14,662
140 Added 4.35%
3,360 $298,000
Q4 2019

Feb 07, 2020
BUY
$87.95 - $103.11 $7,036 - $8,248
80 Added 2.55%
3,220 $328,000
Q3 2019

Nov 07, 2019
SELL
$89.33 - $92.0 $26,799 - $27,600
-300 Reduced 8.72%
3,140 $283,000
Q2 2019

Jul 25, 2019
BUY
N/A
55 Added 1.62%
3,440 $319,000
Q1 2019

May 10, 2019
SELL
N/A
-360 Reduced 9.61%
3,385 $311,000
Q4 2018

Jan 31, 2019
SELL
N/A
-25 Reduced 0.66%
3,745 $324,000
Q3 2018

Nov 09, 2018
SELL
N/A
-50 Reduced 1.31%
3,770 $340,000
Q2 2018

Aug 14, 2018
BUY
N/A
10 Added 0.26%
3,820 $319,000
Q1 2018

May 15, 2018
SELL
N/A
-50 Reduced 1.3%
3,810 $310,000
Q4 2017

Feb 13, 2018
SELL
N/A
-100 Reduced 2.53%
3,860 $319,000
Q3 2017

Nov 13, 2017
SELL
N/A
-100 Reduced 2.46%
3,960 $324,000
Q2 2017

Aug 16, 2017
BUY
N/A
4,060
4,060 $322,000

Others Institutions Holding XLV

# of Institutions
2,021
Shares Held
200M
Call Options Held
8.85M
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
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