Journey Strategic Wealth LLC Select Sector Spdr Fund Health Transaction History

Journey Strategic Wealth LLC

$3.41 Billion
Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 8,385 shares of XLV stock, worth $1.27 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,385

Previous 9,425 11.03%

Holding current value

$1.27 Million

Previous $1.27 Million 8.19%

% of portfolio

0.03%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$129.01 - $139.72 $134,170 - $145,308	-1,040 Reduced 11.03%	8,385 $1.17 Million
Q2 2025 Aug 12, 2025	SELL	$128.77 - $144.3 $5,923 - $6,637	-46 Reduced 0.49%	9,425 $1.27 Million
Q1 2025 May 06, 2025	SELL	$137.61 - $149.68 $169,673 - $184,555	-1,233 Reduced 11.52%	9,471 $1.38 Million
Q4 2024 Jan 24, 2025	SELL	$136.28 - $154.74 $459,127 - $521,319	-3,369 Reduced 23.94%	10,704 $1.47 Million
Q3 2024 Nov 12, 2024	BUY	$143.3 - $157.24 $302,792 - $332,248	2,113 Added 17.67%	14,073 $2.17 Million

Q2 2024 Aug 14, 2024	SELL	$138.43 - $147.09 $240,452 - $255,495	-1,737 Reduced 12.68%	11,960 $1.74 Million
Q1 2024 May 13, 2024	SELL	$138.48 - $147.86 $450,336 - $480,840	-3,252 Reduced 19.19%	13,697 $2.02 Million
Q4 2023 Feb 09, 2024	BUY	$123.14 - $136.38 $483,817 - $535,837	3,929 Added 30.18%	16,949 $2.31 Million
Q3 2023 Nov 08, 2023	BUY	$128.74 - $136.24 $304,083 - $321,798	2,362 Added 22.16%	13,020 $1.68 Million
Q2 2023 Aug 14, 2023	SELL	$126.74 - $135.66 $144,610 - $154,788	-1,141 Reduced 9.67%	10,658 $1.41 Million
Q1 2023 May 11, 2023	BUY	$124.15 - $135.82 $509,884 - $557,812	4,107 Added 53.39%	11,799 $1.53 Million
Q4 2022 Feb 14, 2023	BUY	$121.85 - $140.1 $473,387 - $544,288	3,885 Added 102.05%	7,692 $1.04 Million
Q3 2022 Nov 14, 2022	BUY	$121.11 - $134.29 $461,065 - $511,242	3,807 New	3,807 $461,000
Q2 2022 Aug 15, 2022	SELL	$119.89 - $142.83 $1.25 Million - $1.49 Million	-10,428 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$126.55 - $139.44 $1.32 Million - $1.45 Million	10,428 New	10,428 $1.03 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

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Journey Strategic Wealth LLC Select Sector Spdr Fund Health Transaction History