Lm Advisors LLC Select Sector Spdr Fund Health Transaction History

Lm Advisors LLC

$694 Million
Q3 2025

A detailed history of Lm Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lm Advisors LLC holds 25,005 shares of XLV stock, worth $3.8 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

25,005

Previous 24,675 1.34%

Holding current value

$3.8 Million

Previous $3.33 Million 4.63%

% of portfolio

0.5%

Previous 0.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$129.01 - $139.72 $42,573 - $46,107	330 Added 1.34%	25,005 $3.48 Million
Q2 2025 Aug 14, 2025	SELL	$128.77 - $144.3 $256,509 - $287,445	-1,992 Reduced 7.47%	24,675 $3.33 Million
Q1 2025 May 13, 2025	SELL	$137.61 - $149.68 $169,673 - $184,555	-1,233 Reduced 4.42%	26,667 $3.89 Million
Q4 2024 Feb 12, 2025	BUY	$136.28 - $154.74 $93,896 - $106,615	689 Added 2.53%	27,900 $3.84 Million
Q3 2024 Nov 07, 2024	SELL	$143.3 - $157.24 $209,074 - $229,413	-1,459 Reduced 5.09%	27,211 $4.19 Million

Q2 2024 Aug 14, 2024	SELL	$138.43 - $147.09 $176,498 - $187,539	-1,275 Reduced 4.26%	28,670 $4.18 Million
Q1 2024 May 15, 2024	BUY	$138.48 - $147.86 $191,517 - $204,490	1,383 Added 4.84%	29,945 $4.42 Million
Q4 2023 Feb 14, 2024	BUY	$123.14 - $136.38 $3.52 Million - $3.9 Million	28,562 New	28,562 $3.9 Billion

Others Institutions Holding XLV

# of Institutions

1,963

Shares Held

194M

Call Options Held

13.9M

Put Options Held

22.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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