Forum Financial Management, LP Select Sector Spdr Fund Health Transaction History

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025

A detailed history of Forum Financial Management, LP transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Forum Financial Management, LP holds 3,103 shares of XLV stock, worth $471,128. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,103
Previous 3,522 11.9%
Holding current value
$471,128
Previous $474,000 9.07%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2025
SELL
$129.01 - $139.72 $54,055 - $58,542
-419 Reduced 11.9%
3,103 $431,000
Q2 2025

Jul 30, 2025
BUY
$128.77 - $144.3 $57,688 - $64,646
448 Added 14.57%
3,522 $474,000
Q1 2025

May 02, 2025
SELL
$137.61 - $149.68 $596,264 - $648,563
-4,333 Reduced 58.5%
3,074 $448,000
Q4 2024

Feb 13, 2025
SELL
$136.28 - $154.74 $4,088 - $4,642
-30 Reduced 0.4%
7,407 $1.02 Million
Q3 2024

Oct 29, 2024
BUY
$143.3 - $157.24 $3,725 - $4,088
26 Added 0.35%
7,437 $1.15 Million
Q2 2024

Jul 30, 2024
BUY
$138.43 - $147.09 $642,176 - $682,350
4,639 Added 167.35%
7,411 $1.08 Million
Q1 2024

May 09, 2024
SELL
$138.48 - $147.86 $4,154 - $4,435
-30 Reduced 1.07%
2,772 $409,000
Q4 2023

Feb 07, 2024
SELL
$123.14 - $136.38 $20,194 - $22,366
-164 Reduced 5.53%
2,802 $382,000
Q3 2023

Nov 03, 2023
SELL
$128.74 - $136.24 $26,005 - $27,520
-202 Reduced 6.38%
2,966 $381,000
Q2 2023

Jul 26, 2023
SELL
$126.74 - $135.66 $19,517 - $20,891
-154 Reduced 4.64%
3,168 $420,000
Q1 2023

Apr 19, 2023
BUY
$124.15 - $135.82 $412,426 - $451,194
3,322 New
3,322 $430,000

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

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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