Insight Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History

Insight Wealth Partners, LLC

$692 Million
Q3 2025

A detailed history of Insight Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 5,122 shares of XLV stock, worth $777,673. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,122

Previous 4,825 6.16%

Holding current value

$777,673

Previous $650,000 9.54%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$129.01 - $139.72 $38,315 - $41,496	297 Added 6.16%	5,122 $712,000
Q2 2025 Jul 31, 2025	SELL	$128.77 - $144.3 $4,764 - $5,339	-37 Reduced 0.76%	4,825 $650,000
Q1 2025 May 15, 2025	SELL	$137.61 - $149.68 $36,329 - $39,515	-264 Reduced 5.15%	4,862 $709,000
Q4 2024 Feb 14, 2025	SELL	$136.28 - $154.74 $51,786 - $58,801	-380 Reduced 6.9%	5,126 $705,000
Q3 2024 Nov 13, 2024	BUY	$143.3 - $157.24 $389,489 - $427,378	2,718 Added 97.49%	5,506 $848,000

Q2 2024 Jul 18, 2024	BUY	$138.43 - $147.09 $104,929 - $111,494	758 Added 37.34%	2,788 $406,000
Q1 2024 May 10, 2024	BUY	$138.48 - $147.86 $281,114 - $300,155	2,030 New	2,030 $299,000

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

More about XLV

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Insight Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History