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

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 18,943 shares of XLV stock, worth $2.7 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

18,943

Previous 19,950 5.05%

Holding current value

$2.7 Million

Previous $2.91 Million 12.33%

% of portfolio

0.16%

Previous 0.2%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$128.77 - $144.3 $129,671 - $145,310	-1,007 Reduced 5.05%	18,943 $2.55 Million
Q1 2025 Apr 22, 2025	BUY	$137.61 - $149.68 $43,759 - $47,598	318 Added 1.62%	19,950 $2.91 Million
Q4 2024 Jan 30, 2025	SELL	$136.28 - $154.74 $401,617 - $456,018	-2,947 Reduced 13.05%	19,632 $2.7 Million
Q3 2024 Oct 25, 2024	BUY	$143.3 - $157.24 $88,129 - $96,702	615 Added 2.8%	22,579 $3.48 Million
Q2 2024 Jul 15, 2024	BUY	$138.43 - $147.09 $15,365 - $16,326	111 Added 0.51%	21,964 $3.2 Million
Q1 2024 Apr 30, 2024	BUY	$138.48 - $147.86 $117,984 - $125,976	852 Added 4.06%	21,853 $3.23 Million
Q4 2023 Feb 07, 2024	BUY	$123.14 - $136.38 $181,631 - $201,160	1,475 Added 7.55%	21,001 $2.86 Million
Q3 2023 Nov 02, 2023	BUY	$128.74 - $136.24 $247,567 - $261,989	1,923 Added 10.92%	19,526 $2.51 Million
Q2 2023 Aug 07, 2023	BUY	$126.74 - $135.66 $39,416 - $42,190	311 Added 1.8%	17,603 $2.34 Million
Q1 2023 Apr 19, 2023	SELL	$124.15 - $135.82 $53,508 - $58,538	-431 Reduced 2.43%	17,292 $2.24 Million
Q4 2022 Feb 13, 2023	SELL	$121.85 - $140.1 $333,137 - $383,033	-2,734 Reduced 13.36%	17,723 $2.41 Million
Q3 2022 Oct 21, 2022	SELL	$121.11 - $134.29 $50,866 - $56,401	-420 Reduced 2.01%	20,457 $2.48 Million
Q2 2022 Aug 02, 2022	BUY	$119.89 - $142.83 $21,939 - $26,137	183 Added 0.88%	20,877 $2.68 Million
Q1 2022 May 02, 2022	SELL	$126.55 - $139.44 $156,036 - $171,929	-1,233 Reduced 5.62%	20,694 $2.84 Million
Q4 2021 Feb 03, 2022	BUY	$125.34 - $141.49 $122,582 - $138,377	978 Added 4.67%	21,927 $3.09 Million
Q3 2021 Nov 09, 2021	BUY	$127.07 - $136.85 $2.66 Million - $2.87 Million	20,949 New	20,949 $2.67 Million
Q4 2020 Feb 01, 2021	SELL	$101.66 - $113.44 $26,634 - $29,721	-262 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$100.71 - $109.44 $26,386 - $28,673	262 New	262 $28,000
Q4 2018 Jan 28, 2019	SELL	N/A	-241 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	241 New	241 $23,000
Q2 2018 Jul 26, 2018	SELL	N/A	-85 Closed	0 $0
Q1 2018 Apr 26, 2018	BUY	N/A	70 Added 466.67%	85 $7,000
Q4 2017 Jan 31, 2018	BUY	N/A	15	15 $1,000

Others Institutions Holding XLV

# of Institutions

1,968

Shares Held

270M

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

More about XLV

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