Lodestone Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025

A detailed history of Lodestone Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,583 shares of XLV stock, worth $392,176. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,583
Previous 2,524 2.34%
Holding current value
$392,176
Previous $351 Million 13.83%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Jan 15, 2026
BUY
$141.95 - $152.82 $8,375 - $9,016
59 Added 2.34%
2,583 $400 Million
Q3 2025

Oct 24, 2025
BUY
$129.01 - $139.72 $40,509 - $43,872
314 Added 14.21%
2,524 $351 Million
Q1 2025

Apr 28, 2025
BUY
$137.61 - $149.68 $137 - $149
1 Added 0.05%
2,210 $323 Million
Q4 2024

Jan 30, 2025
BUY
$136.28 - $154.74 $953 - $1,083
7 Added 0.32%
2,209 $304 Million
Q3 2024

Oct 29, 2024
SELL
$143.3 - $157.24 $258,083 - $283,189
-1,801 Reduced 44.99%
2,202 $339 Million
Q2 2024

Jul 16, 2024
SELL
$138.43 - $147.09 $43,605 - $46,333
-315 Reduced 7.3%
4,003 $583 Million
Q1 2024

Apr 30, 2024
SELL
$138.48 - $147.86 $415 - $443
-3 Reduced 0.07%
4,318 $638 Million
Q4 2023

Jan 24, 2024
SELL
$123.14 - $136.38 $5,171 - $5,727
-42 Reduced 0.96%
4,321 $589 Million
Q3 2023

Oct 20, 2023
SELL
$128.74 - $136.24 $42,999 - $45,504
-334 Reduced 7.11%
4,363 $562 Million
Q2 2023

Jul 25, 2023
SELL
$126.74 - $135.66 $112,418 - $120,330
-887 Reduced 15.88%
4,697 $623 Million
Q1 2023

May 15, 2023
SELL
$124.15 - $135.82 $5,462 - $5,976
-44 Reduced 0.78%
5,584 $723 Million
Q4 2022

Feb 09, 2023
BUY
$121.85 - $140.1 $685,771 - $788,482
5,628 New
5,628 $765 Million

Others Institutions Holding XLV

# of Institutions
2,035
Shares Held
196M
Call Options Held
14.2M
Put Options Held
22.6M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email