Cornerstone Planning Group LLC Select Sector Spdr Fund Health Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 677 shares of XLV stock, worth $102,788. This represents 0.02% of its overall portfolio holdings.

Number of Shares
677
Previous 617 9.72%
Holding current value
$102,788
Previous $81.8 Million 19.39%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2025
BUY
$129.01 - $139.72 $7,740 - $8,383
60 Added 9.72%
677 $97.7 Million
Q2 2025

Aug 11, 2025
SELL
$128.77 - $144.3 $50,091 - $56,132
-389 Reduced 38.67%
617 $81.8 Million
Q1 2025

Apr 30, 2025
BUY
$137.61 - $149.68 $94,400 - $102,680
686 Added 214.37%
1,006 $136 Million
Q4 2024

Jan 29, 2025
SELL
$136.28 - $154.74 $46,471 - $52,766
-341 Reduced 51.59%
320 $47.2 Million
Q3 2024

Nov 05, 2024
SELL
$143.3 - $157.24 $11,464 - $12,579
-80 Reduced 10.8%
661 $98.1 Million
Q2 2024

Aug 13, 2024
SELL
$138.43 - $147.09 $276 - $294
-2 Reduced 0.27%
741 $109 Million
Q1 2024

May 07, 2024
BUY
$138.48 - $147.86 $3,877 - $4,140
28 Added 3.92%
743 $105 Million
Q4 2023

Feb 12, 2024
BUY
$123.14 - $136.38 $23,396 - $25,912
190 Added 36.19%
715 $97.5 Million
Q2 2023

Aug 15, 2023
SELL
$126.74 - $135.66 $26,995 - $28,895
-213 Reduced 28.86%
525 $69.7 Million
Q4 2022

Feb 14, 2023
BUY
$121.85 - $140.1 $89,925 - $103,393
738 New
738 $98.3 Million

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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