Modern Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Modern Wealth Management, LLC holds 83,431 shares of XLV stock, worth $12.7 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
83,431
Previous 8,201 917.33%
Holding current value
$12.7 Million
Previous $1.11 Million 1050676.02%
% of portfolio
0.23%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$129.01 - $139.72 $9.71 Million - $10.5 Million
75,230 Added 917.33%
83,431 $11.6 Billion
Q2 2025

Aug 14, 2025
BUY
$128.77 - $144.3 $42,107 - $47,186
327 Added 4.15%
8,201 $1.11 Million
Q1 2025

May 15, 2025
SELL
$137.61 - $149.68 $74,447 - $80,976
-541 Reduced 6.43%
7,874 $1.15 Billion
Q4 2024

May 30, 2025
BUY
$136.28 - $154.74 $82,721 - $93,927
607 Added 7.71%
8,481 $1.17 Million
Q4 2024

May 29, 2025
BUY
$136.28 - $154.74 $82,721 - $93,927
607 Added 7.71%
8,481 $1.17 Million
Q4 2024

Feb 11, 2025
BUY
$136.28 - $154.74 $838,939 - $952,579
6,156 Added 272.51%
8,415 $1.23 Billion
Q3 2024

May 30, 2025
SELL
$143.3 - $157.24 $804,629 - $882,902
-5,615 Reduced 71.31%
2,259 $347,000
Q3 2024

May 29, 2025
SELL
$143.3 - $157.24 $804,629 - $882,902
-5,615 Reduced 71.31%
2,259 $347,000
Q3 2024

Nov 05, 2024
SELL
$143.3 - $157.24 $29,806 - $32,705
-208 Reduced 8.43%
2,259 $348 Million
Q2 2024

May 29, 2025
SELL
$138.43 - $147.09 $748,491 - $795,315
-5,407 Reduced 68.67%
2,467 $359,000
Q2 2024

Aug 07, 2024
BUY
$138.43 - $147.09 $341,506 - $362,871
2,467 New
2,467 $360 Million

Others Institutions Holding XLV

# of Institutions
1,968
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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