A detailed history of Kelly Financial Group LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Kelly Financial Group LLC holds 5,544 shares of XLV stock, worth $841,745. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,544
Previous 5,538 0.11%
Holding current value
$841,745
Previous $771 Million 11.35%
% of portfolio
0.22%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

BUY
$141.95 - $152.82 $851 - $916
6 Added 0.11%
5,544 $858 Million
Q3 2025

Oct 22, 2025

SELL
$129.01 - $139.72 $129,268 - $139,999
-1,002 Reduced 15.32%
5,538 $771 Million
Q2 2025

Jul 15, 2025

SELL
$128.77 - $144.3 $72,111 - $80,808
-560 Reduced 7.89%
6,540 $882 Million
Q1 2025

Apr 16, 2025

SELL
$137.61 - $149.68 $22,017 - $23,948
-160 Reduced 2.2%
7,100 $1.04 Billion
Q4 2024

Feb 06, 2025

BUY
$136.28 - $154.74 $989,392 - $1.12 Million
7,260 New
7,260 $999 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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