Smart Wealth LLC Select Sector Spdr Fund Health Transaction History

Smart Wealth LLC

$279 Billion
Q1 2025

A detailed history of Smart Wealth LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Smart Wealth LLC holds 16,902 shares of XLV stock, worth $2.37 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

16,902

Previous 12,271 37.74%

Holding current value

$2.37 Million

Previous $1.69 Billion 46.19%

% of portfolio

0.88%

Previous 0.6%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$137.61 - $149.68 $637,271 - $693,168	4,631 Added 37.74%	16,902 $2.47 Billion
Q4 2024 Jan 28, 2025	SELL	$136.28 - $154.74 $350,512 - $397,991	-2,572 Reduced 17.33%	12,271 $1.69 Billion
Q3 2024 Dec 13, 2024	BUY	$143.3 - $157.24 $353,234 - $387,596	2,465 Added 19.91%	14,843 $2.29 Billion
Q2 2024 Dec 13, 2024	BUY	$138.43 - $147.09 $119,880 - $127,379	866 Added 7.52%	12,378 $1.8 Billion
Q1 2024 Dec 13, 2024	BUY	$138.48 - $147.86 $276,821 - $295,572	1,999 Added 21.01%	11,512 $1.7 Billion
Q4 2023 Dec 13, 2024	SELL	$123.14 - $136.38 $55,166 - $61,098	-448 Reduced 4.5%	9,513 $1.3 Billion
Q3 2023 Dec 13, 2024	SELL	$128.74 - $136.24 $1.13 Million - $1.19 Million	-8,760 Reduced 46.79%	9,961 $1.28 Billion
Q2 2023 Dec 13, 2024	BUY	$126.74 - $135.66 $242,200 - $259,246	1,911 Added 11.37%	18,721 $2.48 Billion
Q1 2023 Dec 13, 2024	SELL	$124.15 - $135.82 $217,634 - $238,092	-1,753 Reduced 9.44%	16,810 $2.18 Billion
Q4 2022 Dec 13, 2024	BUY	$121.85 - $140.1 $2.26 Million - $2.6 Million	18,563 New	18,563 $2.52 Billion

Others Institutions Holding XLV

# of Institutions

2,024

Shares Held

204M

Call Options Held

12.1M

Put Options Held

15.9M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Wealth LLC with notifications on news.

Account