Stonehaven Wealth & Tax Solutions, LLC Select Sector Spdr Fund Health Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $111 Billion
  • Q4 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 2,474 shares of XLV stock, worth $375,627. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,474
Previous 1,453 70.27%
Holding current value
$375,627
Previous $202 Million 89.39%
% of portfolio
0.34%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$141.95 - $152.82 $144,930 - $156,029
1,021 Added 70.27%
2,474 $383 Million
Q3 2025

Nov 13, 2025
BUY
$129.01 - $139.72 $187,451 - $203,013
1,453 New
1,453 $202 Million
Q1 2025

May 15, 2025
SELL
$137.61 - $149.68 $1,376 - $1,496
-10 Reduced 0.68%
1,453 $212 Million
Q4 2024

Feb 13, 2025
BUY
$136.28 - $154.74 $199,377 - $226,384
1,463 New
1,463 $201 Million

Others Institutions Holding XLV

# of Institutions
2,035
Shares Held
196M
Call Options Held
14.2M
Put Options Held
22.6M
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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