Badgley Phelps Wealth Managers, LLC Select Sector Spdr Fund Health Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 19,483 shares of XLV stock, worth $2.96 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,483
Previous 19,499 0.08%
Holding current value
$2.96 Million
Previous $2.63 Million 3.16%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 04, 2025
SELL
$129.01 - $139.72 $2,064 - $2,235
-16 Reduced 0.08%
19,483 $2.71 Million
Q2 2025

Jul 16, 2025
SELL
$128.77 - $144.3 $29,745 - $33,333
-231 Reduced 1.17%
19,499 $2.63 Million
Q1 2025

Apr 30, 2025
SELL
$137.61 - $149.68 $157,563 - $171,383
-1,145 Reduced 5.49%
19,730 $2.88 Million
Q4 2024

Feb 10, 2025
SELL
$136.28 - $154.74 $58,872 - $66,847
-432 Reduced 2.03%
20,875 $2.87 Million
Q3 2024

Oct 17, 2024
SELL
$143.3 - $157.24 $60,615 - $66,512
-423 Reduced 1.95%
21,307 $3.28 Million
Q2 2024

Aug 13, 2024
SELL
$138.43 - $147.09 $127,494 - $135,469
-921 Reduced 4.07%
21,730 $3.17 Million
Q1 2024

May 15, 2024
SELL
$138.48 - $147.86 $321,689 - $343,478
-2,323 Reduced 9.3%
22,651 $3.35 Million
Q4 2023

Feb 14, 2024
BUY
$123.14 - $136.38 $1.19 Million - $1.31 Million
9,642 Added 62.89%
24,974 $3.41 Million
Q3 2023

Nov 02, 2023
BUY
$128.74 - $136.24 $1.01 Million - $1.07 Million
7,870 Added 344.42%
10,155 $1.31 Million
Q2 2023

Aug 14, 2023
BUY
$126.74 - $135.66 $289,600 - $309,983
2,285 New
2,285 $303,000
Q1 2023

Apr 28, 2023
SELL
$124.15 - $135.82 $40,472 - $44,277
-326 Reduced 10.19%
2,874 $372,000
Q4 2022

Jan 27, 2023
BUY
$121.85 - $140.1 $2,437 - $2,802
20 Added 0.63%
3,200 $0
Q3 2022

Nov 09, 2022
SELL
$121.11 - $134.29 $1,211 - $1,342
-10 Reduced 0.31%
3,180 $385,000
Q2 2022

Aug 01, 2022
BUY
$119.89 - $142.83 $4,795 - $5,713
40 Added 1.27%
3,190 $409,000
Q1 2022

May 09, 2022
SELL
$126.55 - $139.44 $125,284 - $138,045
-990 Reduced 23.91%
3,150 $432,000
Q4 2021

Feb 08, 2022
BUY
$125.34 - $141.49 $94,005 - $106,117
750 Added 22.12%
4,140 $583,000
Q3 2021

Nov 29, 2021
BUY
$127.07 - $136.85 $430,767 - $463,921
3,390 New
3,390 $432,000

Others Institutions Holding XLV

# of Institutions
1,963
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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