Mgb Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Mgb Wealth Management, LLC

$354 Billion
Q3 2025

A detailed history of Mgb Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 2,934 shares of XLV stock, worth $445,469. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,934

Previous 3,506 16.31%

Holding current value

$445,469

Previous $471 Million 14.19%

% of portfolio

0.11%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$129.01 - $139.72 $73,793 - $79,919	-572 Reduced 16.31%	2,934 $404 Million
Q2 2025 Aug 14, 2025	SELL	$128.77 - $144.3 $74,686 - $83,694	-580 Reduced 14.19%	3,506 $471 Million
Q1 2025 May 09, 2025	BUY	$137.61 - $149.68 $20,228 - $22,002	147 Added 3.73%	4,086 $593 Million
Q4 2024 Jan 29, 2025	BUY	$136.28 - $154.74 $136 - $154	1 Added 0.03%	3,939 $541 Million
Q2 2024 Aug 12, 2024	BUY	$138.43 - $147.09 $276 - $294	2 Added 0.05%	3,938 $582 Million

Q1 2024 May 06, 2024	BUY	$138.48 - $147.86 $138 - $147	1 Added 0.03%	3,936 $581 Million
Q4 2023 Apr 22, 2024	BUY	$123.14 - $136.38 $484,555 - $536,655	3,935 New	3,935 $537 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

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mgb Wealth Management, LLC with notifications on news.

Account

Mgb Wealth Management, LLC Select Sector Spdr Fund Health Transaction History