Root Financial Partners, LLC Select Sector Spdr Fund Health Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Root Financial Partners, LLC holds 453 shares of XLV stock, worth $68,778. This represents 0.0% of its overall portfolio holdings.

Number of Shares
453
Holding current value
$68,778
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$129.01 - $139.72 $58,441 - $63,293
453 New
453 $63.1 Million
Q1 2025

Apr 24, 2025
SELL
$137.61 - $149.68 $4,678 - $5,089
-34 Reduced 2.18%
1,528 $223 Million
Q4 2024

Jan 29, 2025
BUY
$136.28 - $154.74 $212,869 - $241,703
1,562 New
1,562 $215 Million

Others Institutions Holding XLV

# of Institutions
1,962
Shares Held
194M
Call Options Held
13.9M
Put Options Held
22.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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