Measured Wealth Private Client Group, LLC Select Sector Spdr Fund Health Transaction History

Measured Wealth Private Client Group, LLC

  • $364 Million
  • Q3 2025

A detailed history of Measured Wealth Private Client Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 122,098 shares of XLV stock, worth $18.5 Million. This represents 4.67% of its overall portfolio holdings.

Number of Shares
122,098
Previous 117,333 4.06%
Holding current value
$18.5 Million
Previous $15.8 Million 7.44%
% of portfolio
4.67%
Previous 4.8%

Shares

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

Nov 14, 2025
BUY
$129.01 - $139.72 $614,732 - $665,765
4,765 Added 4.06%
122,098 $17 Million
Q2 2025

Aug 13, 2025
BUY
$128.77 - $144.3 $425,069 - $476,334
3,301 Added 2.89%
117,333 $15.8 Million
Q1 2025

May 12, 2025
BUY
$137.61 - $149.68 $2.4 Million - $2.61 Million
17,462 Added 18.08%
114,032 $16.6 Million
Q4 2024

Jan 27, 2025
BUY
$136.28 - $154.74 $1.03 Million - $1.16 Million
7,524 Added 8.45%
96,570 $13.3 Million
Q3 2024

Oct 25, 2024
BUY
$143.3 - $157.24 $996,221 - $1.09 Million
6,952 Added 8.47%
89,046 $13.7 Million
Q2 2024

Aug 12, 2024
BUY
$138.43 - $147.09 $521,742 - $554,382
3,769 Added 4.81%
82,094 $12 Million
Q1 2024

Apr 18, 2024
BUY
$138.48 - $147.86 $295,239 - $315,237
2,132 Added 2.8%
78,325 $11.6 Million
Q4 2023

Feb 06, 2024
SELL
$123.14 - $136.38 $23,642 - $26,184
-192 Reduced 0.25%
76,193 $10.4 Million
Q3 2023

Oct 18, 2023
BUY
$128.74 - $136.24 $307,817 - $325,749
2,391 Added 3.23%
76,385 $9.83 Million
Q2 2023

Jul 20, 2023
BUY
$126.74 - $135.66 $2.68 Million - $2.87 Million
21,139 Added 39.99%
73,994 $9.82 Million
Q1 2023

May 01, 2023
SELL
$124.15 - $135.82 $14,153 - $15,483
-114 Reduced 0.22%
52,855 $6.84 Million
Q4 2022

Jan 23, 2023
SELL
$121.85 - $140.1 $502,996 - $578,332
-4,128 Reduced 7.23%
52,969 $0
Q3 2022

Oct 27, 2022
BUY
$121.11 - $134.29 $3.65 Million - $4.04 Million
30,114 Added 111.6%
57,097 $6.92 Million
Q2 2022

Jul 25, 2022
BUY
$119.89 - $142.83 $2.07 Million - $2.47 Million
17,288 Added 178.32%
26,983 $3.46 Million
Q1 2022

May 03, 2022
SELL
$126.55 - $139.44 $110,731 - $122,010
-875 Reduced 8.28%
9,695 $1.33 Million
Q4 2021

Jan 28, 2022
SELL
$125.34 - $141.49 $26,070 - $29,429
-208 Reduced 1.93%
10,570 $1.49 Million
Q3 2021

Nov 01, 2021
SELL
$127.07 - $136.85 $39,645 - $42,697
-312 Reduced 2.81%
10,778 $1.37 Million
Q2 2021

Aug 05, 2021
SELL
$116.39 - $126.03 $32,705 - $35,414
-281 Reduced 2.47%
11,090 $1.4 Million
Q1 2021

May 04, 2021
SELL
$110.8 - $118.5 $224,259 - $239,844
-2,024 Reduced 15.11%
11,371 $1.33 Million
Q4 2020

Jan 20, 2021
SELL
$101.66 - $113.44 $168,653 - $188,196
-1,659 Reduced 11.02%
13,395 $1.52 Million
Q3 2020

Oct 15, 2020
SELL
$100.71 - $109.44 $109,068 - $118,523
-1,083 Reduced 6.71%
15,054 $1.59 Million
Q2 2020

Aug 03, 2020
SELL
$85.21 - $103.92 $98,502 - $120,131
-1,156 Reduced 6.68%
16,137 $1.62 Million
Q1 2020

Apr 22, 2020
SELL
$74.62 - $104.73 $105,885 - $148,611
-1,419 Reduced 7.58%
17,293 $1.53 Million
Q4 2019

Jan 15, 2020
SELL
$87.95 - $103.11 $3.05 Million - $3.57 Million
-34,664 Reduced 64.94%
18,712 $1.91 Million
Q3 2019

Oct 11, 2019
BUY
$89.33 - $92.0 $286,838 - $295,412
3,211 Added 6.4%
53,376 $4.81 Million
Q2 2019

Jul 26, 2019
BUY
N/A
6,178 Added 14.05%
50,165 $4.65 Million
Q1 2019

May 07, 2019
BUY
N/A
3,726 Added 9.25%
43,987 $4.04 Million
Q4 2018

Feb 07, 2019
BUY
N/A
3,238 Added 8.75%
40,261 $3.48 Million
Q3 2018

Nov 14, 2018
BUY
N/A
2,109 Added 6.04%
37,023 $3.52 Million
Q2 2018

Aug 14, 2018
BUY
N/A
6,950 Added 24.85%
34,914 $2.91 Million
Q3 2017

Feb 15, 2018
BUY
N/A
27,964
27,964 $2.29 Million

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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