Soa Wealth Advisors, Llc. Select Sector Spdr Fund Health Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 76,352 shares of XLV stock, worth $10.1 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

76,352

Previous 3,176 2304.03%

Holding current value

$10.1 Million

Previous $436,000 2430.73%

% of portfolio

1.3%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$137.61 - $149.68 $10.1 Million - $11 Million	73,176 Added 2304.03%	76,352 $11 Million
Q4 2024 Jan 28, 2025	SELL	$136.28 - $154.74 $9,539 - $10,831	-70 Reduced 2.16%	3,176 $436,000
Q3 2024 Oct 08, 2024	SELL	$143.3 - $157.24 $8,168 - $8,962	-57 Reduced 1.73%	3,246 $499,000
Q2 2024 Jul 17, 2024	SELL	$138.43 - $147.09 $13,150 - $13,973	-95 Reduced 2.8%	3,303 $481,000
Q1 2024 Apr 10, 2024	SELL	$138.48 - $147.86 $9,832 - $10,498	-71 Reduced 2.05%	3,398 $501,000
Q4 2023 Jan 10, 2024	BUY	$123.14 - $136.38 $28,199 - $31,231	229 Added 7.07%	3,469 $473,000
Q3 2023 Oct 10, 2023	BUY	$128.74 - $136.24 $3,347 - $3,542	26 Added 0.81%	3,240 $417,000
Q2 2023 Jul 07, 2023	SELL	$126.74 - $135.66 $6,083 - $6,511	-48 Reduced 1.47%	3,214 $426,000
Q1 2023 Apr 28, 2023	SELL	$124.15 - $135.82 $8,069 - $8,828	-65 Reduced 1.95%	3,262 $422,000
Q4 2022 Jan 10, 2023	BUY	$121.85 - $140.1 $1,462 - $1,681	12 Added 0.36%	3,327 $0
Q3 2022 Oct 07, 2022	BUY	$121.11 - $134.29 $56,073 - $62,176	463 Added 16.23%	3,315 $401,000
Q2 2022 Jul 13, 2022	BUY	$119.89 - $142.83 $48,435 - $57,703	404 Added 16.5%	2,852 $365,000
Q1 2022 Apr 07, 2022	BUY	$126.55 - $139.44 $211,465 - $233,004	1,671 Added 215.06%	2,448 $335,000
Q4 2020 Mar 10, 2021	BUY	$101.66 - $113.44 $78,989 - $88,142	777 New	777 $90,000

Others Institutions Holding XLV

# of Institutions

2,026

Shares Held

201M

Call Options Held

9.84M

Put Options Held

18.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Soa Wealth Advisors, Llc. Select Sector Spdr Fund Health Transaction History