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

Connecticut Wealth Management, LLC

$2.23 Billion
Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 4,704 shares of XLV stock, worth $714,208. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,704

Holding current value

$714,208

% of portfolio

0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$129.01 - $139.72 $606,863 - $657,242	4,704 New	4,704 $654,000
Q2 2021 Jul 29, 2021	SELL	$116.39 - $126.03 $612,211 - $662,917	-5,260 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$110.8 - $118.5 $582,808 - $623,310	5,260 New	5,260 $614,000
Q1 2021 Apr 29, 2021	SELL	$110.8 - $118.5 $537,712 - $575,080	-4,853 Closed	0 $0
Q4 2020 Jan 29, 2021	SELL	$101.66 - $113.44 $8,539 - $9,528	-84 Reduced 1.7%	4,853 $551,000

Q3 2020 Oct 13, 2020	BUY	$100.71 - $109.44 $497,205 - $540,305	4,937 New	4,937 $521,000

Others Institutions Holding XLV

# of Institutions

2,016

Shares Held

195M

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

More about XLV

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