Phillips Wealth Planners LLC Select Sector Spdr Fund Health Transaction History

Phillips Wealth Planners LLC

$100 Billion
Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 9,087 shares of XLV stock, worth $1.35 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

9,087

Previous 7,916 14.79%

Holding current value

$1.35 Million

Previous $1.21 Billion 4.58%

% of portfolio

1.27%

Previous 1.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$136.28 - $154.74 $159,583 - $181,200	1,171 Added 14.79%	9,087 $1.27 Billion
Q3 2024 Oct 28, 2024	SELL	$143.3 - $157.24 $201,193 - $220,764	-1,404 Reduced 15.06%	7,916 $1.21 Billion
Q2 2024 Aug 02, 2024	BUY	$138.43 - $147.09 $3,876 - $4,118	28 Added 0.3%	9,320 $1.36 Billion
Q1 2024 Apr 29, 2024	SELL	$138.48 - $147.86 $312,687 - $333,867	-2,258 Reduced 19.55%	9,292 $1.29 Billion
Q4 2023 Feb 12, 2024	SELL	$123.14 - $136.38 $40,266 - $44,596	-327 Reduced 2.75%	11,550 $1.61 Billion
Q3 2023 Oct 30, 2023	BUY	$128.74 - $136.24 $100,674 - $106,539	782 Added 7.05%	11,877 $1.53 Billion
Q2 2023 Jul 26, 2023	BUY	$126.74 - $135.66 $178,069 - $190,602	1,405 Added 14.5%	11,095 $1.47 Billion
Q1 2023 May 15, 2023	BUY	$124.15 - $135.82 $4,096 - $4,482	33 Added 0.34%	9,690 $1.3 Billion
Q4 2022 Feb 14, 2023	BUY	$121.85 - $140.1 $1.18 Million - $1.35 Million	9,657 New	9,657 $1.29 Billion

Others Institutions Holding XLV

# of Institutions

1,979

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Phillips Wealth Planners LLC Select Sector Spdr Fund Health Transaction History