Rise Advisors, LLC Select Sector Spdr Fund Health Transaction History

Rise Advisors, LLC

$242 Million
Q2 2025

A detailed history of Rise Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Rise Advisors, LLC holds 2,755 shares of XLV stock, worth $358,590. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,755

Previous 2,516 9.5%

Holding current value

$358,590

Previous $367,000 1.09%

% of portfolio

0.15%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$128.77 - $144.3 $30,776 - $34,487	239 Added 9.5%	2,755 $371,000
Q1 2025 May 15, 2025	BUY	$137.61 - $149.68 $31,650 - $34,426	230 Added 10.06%	2,516 $367,000
Q4 2024 Jan 07, 2025	BUY	$136.28 - $154.74 $98,530 - $111,877	723 Added 46.26%	2,286 $314,000
Q3 2024 Oct 11, 2024	SELL	$143.3 - $157.24 $2,579 - $2,830	-18 Reduced 1.14%	1,563 $240,000
Q2 2024 Jul 09, 2024	BUY	$138.43 - $147.09 $182,589 - $194,011	1,319 Added 503.44%	1,581 $230,000
Q1 2024 Apr 09, 2024	BUY	$138.48 - $147.86 $36,281 - $38,739	262 New	262 $38,000

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

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Rise Advisors, LLC Select Sector Spdr Fund Health Transaction History