Holistic Planning, LLC Select Sector Spdr Fund Health Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Holistic Planning, LLC holds 7,702 shares of XLV stock, worth $1.17 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,702
Previous 7,323 5.18%
Holding current value
$1.17 Million
Previous $987 Million 8.59%
% of portfolio
0.28%
Previous 0.28%

Shares

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

Nov 04, 2025
BUY
$129.01 - $139.72 $48,894 - $52,953
379 Added 5.18%
7,702 $1.07 Billion
Q2 2025

Jul 28, 2025
BUY
$128.77 - $144.3 $94,774 - $106,204
736 Added 11.17%
7,323 $987 Million
Q1 2025

Apr 23, 2025
BUY
$137.61 - $149.68 $47,062 - $51,190
342 Added 5.48%
6,587 $962 Million
Q4 2024

Jan 24, 2025
BUY
$136.28 - $154.74 $656,460 - $745,382
4,817 Added 337.32%
6,245 $859 Million
Q3 2024

Nov 01, 2024
BUY
$143.3 - $157.24 $204,632 - $224,538
1,428 New
1,428 $220 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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