Transform Wealth, LLC Select Sector Spdr Fund Health Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Transform Wealth, LLC holds 5,150 shares of XLV stock, worth $733,205. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,150

Previous 7,364 30.07%

Holding current value

$733,205

Previous $1.01 Million 26.55%

% of portfolio

0.05%

Previous 0.06%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$137.61 - $149.68 $304,668 - $331,391	-2,214 Reduced 30.07%	5,150 $744,000
Q4 2024 Jan 16, 2025	SELL	$136.28 - $154.74 $51,377 - $58,336	-377 Reduced 4.87%	7,364 $1.01 Million
Q3 2024 Oct 15, 2024	SELL	$143.3 - $157.24 $3,582 - $3,931	-25 Reduced 0.32%	7,741 $1.19 Million
Q2 2024 Jul 15, 2024	SELL	$138.43 - $147.09 $1.57 Million - $1.67 Million	-11,348 Reduced 59.37%	7,766 $1.13 Million
Q1 2024 Apr 15, 2024	BUY	$138.48 - $147.86 $328,751 - $351,019	2,374 Added 14.18%	19,114 $2.82 Million
Q4 2023 Jan 18, 2024	SELL	$123.14 - $136.38 $254,160 - $281,488	-2,064 Reduced 10.98%	16,740 $2.28 Million
Q3 2023 Oct 10, 2023	BUY	$128.74 - $136.24 $297,518 - $314,850	2,311 Added 14.01%	18,804 $2.42 Million
Q2 2023 Jul 13, 2023	SELL	$126.74 - $135.66 $28,516 - $30,523	-225 Reduced 1.35%	16,493 $2.19 Million
Q1 2023 Apr 14, 2023	SELL	$124.15 - $135.82 $70,144 - $76,738	-565 Reduced 3.27%	16,718 $2.16 Million
Q4 2022 Jan 12, 2023	SELL	$121.85 - $140.1 $470,219 - $540,645	-3,859 Reduced 18.25%	17,283 $0
Q3 2022 Oct 21, 2022	SELL	$121.11 - $134.29 $107,424 - $119,115	-887 Reduced 4.03%	21,142 $2.56 Million
Q2 2022 Jul 15, 2022	SELL	$119.89 - $142.83 $2.39 Million - $2.84 Million	-19,904 Reduced 47.47%	22,029 $2.83 Million
Q1 2022 Apr 25, 2022	SELL	$126.55 - $139.44 $4.1 Million - $4.52 Million	-32,413 Reduced 43.6%	41,933 $5.75 Million
Q4 2021 Jan 26, 2022	BUY	$125.34 - $141.49 $186,505 - $210,537	1,488 Added 2.04%	74,346 $10.5 Million
Q3 2021 Oct 15, 2021	BUY	$127.07 - $136.85 $887,838 - $956,170	6,987 Added 10.61%	72,858 $9.28 Million
Q2 2021 Jul 20, 2021	BUY	$116.39 - $126.03 $6.61 Million - $7.16 Million	56,818 Added 627.62%	65,871 $8.3 Million
Q1 2021 Apr 22, 2021	SELL	$110.8 - $118.5 $77,781 - $83,187	-702 Reduced 7.2%	9,053 $1.06 Million
Q4 2020 Jan 20, 2021	SELL	$101.66 - $113.44 $4.22 Million - $4.71 Million	-41,553 Reduced 80.99%	9,755 $1.11 Million
Q3 2020 Oct 21, 2020	SELL	$100.71 - $109.44 $1.37 Million - $1.49 Million	-13,641 Reduced 21.0%	51,308 $5.41 Million
Q2 2020 Jul 22, 2020	BUY	$85.21 - $103.92 $1.54 Million - $1.87 Million	18,040 Added 38.46%	64,949 $6.5 Million
Q1 2020 Apr 30, 2020	SELL	$74.62 - $104.73 $2.68 Million - $3.76 Million	-35,932 Reduced 43.37%	46,909 $4.16 Million
Q4 2019 Jan 24, 2020	BUY	$87.95 - $103.11 $1.02 Million - $1.2 Million	11,653 Added 16.37%	82,841 $8.44 Million
Q3 2019 Oct 24, 2019	SELL	$89.33 - $92.0 $382,868 - $394,312	-4,286 Reduced 5.68%	71,188 $6.42 Million
Q2 2019 Jul 30, 2019	BUY	N/A	25,296 Added 50.41%	75,474 $6.99 Million
Q1 2019 Apr 12, 2019	BUY	N/A	741 Added 1.5%	50,178 $4.6 Million
Q4 2018 Jan 30, 2019	BUY	N/A	1,713 Added 3.59%	49,437 $4.28 Million
Q3 2018 Oct 25, 2018	BUY	N/A	2,528 Added 5.59%	47,724 $4.54 Million
Q2 2018 Aug 03, 2018	BUY	N/A	10,293 Added 29.49%	45,196 $3.77 Million
Q1 2018 May 03, 2018	BUY	N/A	34,903 New	34,903 $2.84 Million

Others Institutions Holding XLV

# of Institutions

1,970

Shares Held

198M

Call Options Held

14.9M

Put Options Held

14.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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Transform Wealth, LLC Select Sector Spdr Fund Health Transaction History