HILLTOP WEALTH ADVISORS, LLC XLV Holdings History
HILLTOP WEALTH ADVISORS, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-06-30, HILLTOP WEALTH ADVISORS, LLC held 85,053.00 shares of Health Care Select Sector SPDR(XLV), totaling $11.46 Mil. This investment constitutes 6.44% of their stock portfolio, and HILLTOP WEALTH ADVISORS, LLC now holds 0.03% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2022Q4. And since then HILLTOP WEALTH ADVISORS, LLC has made 6 purchases of XLV, at an average price of $132.54, for a total of 174,253.00 shares. In addition, there have been 5 sales at an average price of $130.45 for 89,200.00 shares. Based on historical transaction data and XLV's current price of $133.53, HILLTOP WEALTH ADVISORS, LLC's estimated gain on his XLV holdings is $-102,945.96, reflecting a -0.45% gain to date.
HILLTOP WEALTH ADVISORS, LLC XLV ($133.53) Holding Chart
HILLTOP WEALTH ADVISORS, LLC XLV ($133.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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