Forbes Financial Planning, Inc. Select Sector Spdr Fund Health Transaction History

Forbes Financial Planning, Inc.

$136 Million
Q4 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 11,109 shares of XLV stock, worth $1.66 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

11,109

Previous 27,280 59.28%

Holding current value

$1.66 Million

Previous $4.2 Million 63.63%

% of portfolio

1.13%

Previous 3.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$136.28 - $154.74 $2.2 Million - $2.5 Million	-16,171 Reduced 59.28%	11,109 $1.53 Million
Q3 2024 Oct 29, 2024	SELL	$143.3 - $157.24 $139,717 - $153,309	-975 Reduced 3.45%	27,280 $4.2 Million
Q2 2024 Jul 25, 2024	SELL	$138.43 - $147.09 $69,215 - $73,545	-500 Reduced 1.74%	28,255 $4.12 Million
Q1 2024 Apr 29, 2024	SELL	$138.48 - $147.86 $254,526 - $271,766	-1,838 Reduced 6.01%	28,755 $4.25 Million
Q4 2023 Feb 13, 2024	SELL	$123.14 - $136.38 $389,614 - $431,506	-3,164 Reduced 9.37%	30,593 $4.17 Million
Q3 2023 Nov 07, 2023	SELL	$128.74 - $136.24 $188,732 - $199,727	-1,466 Reduced 4.16%	33,757 $4.35 Million
Q2 2023 Aug 08, 2023	SELL	$126.74 - $135.66 $229,526 - $245,680	-1,811 Reduced 4.89%	35,223 $4.68 Million
Q1 2023 May 04, 2023	BUY	$124.15 - $135.82 $4.19 Million - $4.59 Million	33,784 Added 1039.51%	37,034 $4.79 Million
Q3 2022 Oct 21, 2022	SELL	$121.11 - $134.29 $7,024 - $7,788	-58 Reduced 1.75%	3,250 $394,000
Q2 2022 Aug 15, 2022	SELL	$119.89 - $142.83 $26,855 - $31,993	-224 Reduced 6.34%	3,308 $425,000
Q1 2022 May 13, 2022	SELL	$126.55 - $139.44 $39,736 - $43,784	-314 Reduced 8.16%	3,532 $484,000
Q4 2021 Feb 18, 2022	BUY	$125.34 - $141.49 $482,057 - $544,170	3,846 New	3,846 $540,000

Others Institutions Holding XLV

# of Institutions

1,982

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

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About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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Forbes Financial Planning, Inc. Select Sector Spdr Fund Health Transaction History