One Ascent Family Office, LLC Select Sector Spdr Fund Health Transaction History

One Ascent Family Office, LLC

  • $106 Million
  • Q2 2025

A detailed history of One Ascent Family Office, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, One Ascent Family Office, LLC holds 1,892 shares of XLV stock, worth $246,262. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,892
Previous 2,805 32.55%
Holding current value
$246,262
Previous $404,000 36.88%
% of portfolio
0.24%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$128.77 - $144.3 $117,567 - $131,745
-913 Reduced 32.55%
1,892 $255,000
Q1 2025

May 05, 2025
BUY
$137.61 - $149.68 $385,996 - $419,852
2,805 New
2,805 $404,000

Others Institutions Holding XLV

# of Institutions
1,973
Shares Held
267M
Call Options Held
12.1M
Put Options Held
16.8M
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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