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

Hilltop Wealth Advisors, LLC

$198 Million
Q4 2024

A detailed history of Hilltop Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 74,872 shares of XLV stock, worth $11 Million. This represents 5.21% of its overall portfolio holdings.

Number of Shares

74,872

Previous 73,213 2.27%

Holding current value

$11 Million

Previous $11.3 Million 8.66%

% of portfolio

5.21%

Previous 5.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	BUY	$136.28 - $154.74 $226,088 - $256,713	1,659 Added 2.27%	74,872 $10.3 Million
Q3 2024 Oct 09, 2024	BUY	$143.3 - $157.24 $8,311 - $9,119	58 Added 0.08%	73,213 $11.3 Million
Q2 2024 Jul 03, 2024	SELL	$138.43 - $147.09 $38,206 - $40,596	-276 Reduced 0.38%	73,155 $10.7 Million
Q1 2024 Apr 05, 2024	SELL	$138.48 - $147.86 $157,313 - $167,968	-1,136 Reduced 1.52%	73,431 $10.8 Million
Q4 2023 Jan 17, 2024	SELL	$123.14 - $136.38 $9.52 Million - $10.5 Million	-77,326 Reduced 50.91%	74,567 $10.2 Million
Q3 2023 Oct 16, 2023	SELL	$128.74 - $136.24 $4,377 - $4,632	-34 Reduced 0.02%	151,893 $19.6 Million
Q2 2023 Jul 19, 2023	SELL	$126.74 - $135.66 $1.32 Million - $1.41 Million	-10,428 Reduced 6.42%	151,927 $20.2 Million
Q1 2023 Apr 19, 2023	BUY	$124.15 - $135.82 $1.07 Million - $1.17 Million	8,590 Added 5.59%	162,355 $21 Million
Q4 2022 Feb 02, 2023	BUY	$121.85 - $140.1 $18.7 Million - $21.5 Million	153,765 New	153,765 $20.9 Million

Others Institutions Holding XLV

# of Institutions

1,926

Shares Held

202M

Call Options Held

10.6M

Put Options Held

16.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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