Cherry Tree Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 668 shares of XLV stock, worth $101,422. This represents 0.02% of its overall portfolio holdings.

Number of Shares
668
Previous 855 21.87%
Holding current value
$101,422
Previous $115 Million 19.33%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 24, 2025
SELL
$129.01 - $139.72 $24,124 - $26,127
-187 Reduced 21.87%
668 $93 Million
Q2 2023

Aug 09, 2023
BUY
$126.74 - $135.66 $108,362 - $115,989
855 New
855 $113 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
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email