Coastwise Capital Group, LLC Select Sector Spdr Fund Health Transaction History

Coastwise Capital Group, LLC

$141 Million
Q3 2025

A detailed history of Coastwise Capital Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 2,122 shares of XLV stock, worth $322,183. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,122

Previous 1,863 13.9%

Holding current value

$322,183

Previous $251,000 17.53%

% of portfolio

0.21%

Previous 0.2%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$129.01 - $139.72 $33,413 - $36,187	259 Added 13.9%	2,122 $295,000
Q2 2025 Jul 11, 2025	BUY	$128.77 - $144.3 $1,030 - $1,154	8 Added 0.43%	1,863 $251,000
Q1 2025 May 05, 2025	BUY	$137.61 - $149.68 $4,816 - $5,238	35 Added 1.92%	1,855 $270,000
Q4 2024 Jan 23, 2025	BUY	$136.28 - $154.74 $36,114 - $41,006	265 Added 17.04%	1,820 $250,000
Q3 2024 Nov 14, 2024	SELL	$143.3 - $157.24 $19,345 - $21,227	-135 Reduced 7.99%	1,555 $239,000

Q2 2024 Aug 14, 2024	BUY	$138.43 - $147.09 $692 - $735	5 Added 0.3%	1,690 $246,000
Q1 2024 May 14, 2024	SELL	$138.48 - $147.86 $27,142 - $28,980	-196 Reduced 10.42%	1,685 $248,000
Q4 2023 Feb 14, 2024	SELL	$123.14 - $136.38 $6,280 - $6,955	-51 Reduced 2.64%	1,881 $256,000
Q3 2023 Nov 13, 2023	SELL	$128.74 - $136.24 $12,230 - $12,942	-95 Reduced 4.69%	1,932 $248,000
Q2 2023 Aug 10, 2023	BUY	$126.74 - $135.66 $33,586 - $35,949	265 Added 15.04%	2,027 $269,000
Q1 2023 May 11, 2023	BUY	$124.15 - $135.82 $496 - $543	4 Added 0.23%	1,762 $228,000
Q4 2022 Feb 14, 2023	BUY	$121.85 - $140.1 $609 - $700	5 Added 0.29%	1,758 $238,000
Q3 2022 Nov 10, 2022	SELL	$121.11 - $134.29 $35,485 - $39,346	-293 Reduced 14.32%	1,753 $212,000
Q2 2022 Aug 15, 2022	BUY	$119.89 - $142.83 $245,294 - $292,230	2,046 New	2,046 $262,000

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

Ticker XLV
Sector ETFs
Industry ETFs

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Coastwise Capital Group, LLC Select Sector Spdr Fund Health Transaction History