Silver Oak Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Silver Oak Wealth Management LLC

  • $533 Billion
  • Q2 2025

A detailed history of Silver Oak Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 1,974 shares of XLV stock, worth $256,935. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,974
Previous 1,774 11.27%
Holding current value
$256,935
Previous $259 Million 2.72%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jul 29, 2025
BUY
$128.77 - $144.3 $25,754 - $28,860
200 Added 11.27%
1,974 $266 Million
Q3 2024

Nov 01, 2024
BUY
$143.3 - $157.24 $3,152 - $3,459
22 Added 1.26%
1,774 $273 Million
Q1 2024

May 07, 2024
BUY
$138.48 - $147.86 $242,616 - $259,050
1,752 New
1,752 $259 Million

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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