Northern Oak Wealth Management Inc Select Sector Spdr Fund Health Transaction History

Northern Oak Wealth Management Inc

  • $813 Million
  • Q3 2025

A detailed history of Northern Oak Wealth Management Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 8,988 shares of XLV stock, worth $1.36 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,988
Previous 10,088 10.9%
Holding current value
$1.36 Million
Previous $1.36 Million 8.02%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Oct 31, 2025
SELL
$129.01 - $139.72 $141,911 - $153,692
-1,100 Reduced 10.9%
8,988 $1.25 Million
Q2 2025

Jul 16, 2025
SELL
$128.77 - $144.3 $117,438 - $131,601
-912 Reduced 8.29%
10,088 $1.36 Million
Q1 2025

May 09, 2025
SELL
$137.61 - $149.68 $145,178 - $157,912
-1,055 Reduced 8.75%
11,000 $1.61 Million
Q4 2024

Jan 21, 2025
SELL
$136.28 - $154.74 $61,462 - $69,787
-451 Reduced 3.61%
12,055 $1.66 Million
Q3 2024

Oct 30, 2024
SELL
$143.3 - $157.24 $206,638 - $226,740
-1,442 Reduced 10.34%
12,506 $1.93 Million
Q2 2024

Jul 26, 2024
SELL
$138.43 - $147.09 $92,471 - $98,256
-668 Reduced 4.57%
13,948 $2.03 Million
Q1 2024

May 01, 2024
SELL
$138.48 - $147.86 $56,776 - $60,622
-410 Reduced 2.73%
14,616 $2.16 Million
Q4 2023

Jan 11, 2024
SELL
$123.14 - $136.38 $220,174 - $243,847
-1,788 Reduced 10.63%
15,026 $2.05 Million
Q3 2023

Oct 24, 2023
SELL
$128.74 - $136.24 $89,088 - $94,278
-692 Reduced 3.95%
16,814 $2.16 Million
Q2 2023

Jul 31, 2023
SELL
$126.74 - $135.66 $61,468 - $65,795
-485 Reduced 2.7%
17,506 $2.32 Million
Q1 2023

May 09, 2023
SELL
$124.15 - $135.82 $100,437 - $109,878
-809 Reduced 4.3%
17,991 $2.33 Million
Q4 2022

Feb 13, 2023
SELL
$121.85 - $140.1 $130,501 - $150,047
-1,071 Reduced 5.39%
18,800 $2.55 Million
Q3 2022

Nov 14, 2022
SELL
$121.11 - $134.29 $30,398 - $33,706
-251 Reduced 1.25%
19,871 $2.41 Million
Q2 2022

Aug 16, 2022
SELL
$119.89 - $142.83 $190,025 - $226,385
-1,585 Reduced 7.3%
20,122 $2.58 Million
Q1 2022

May 24, 2022
SELL
$126.55 - $139.44 $246,519 - $271,629
-1,948 Reduced 8.24%
21,707 $2.97 Million
Q4 2021

Feb 16, 2022
SELL
$125.34 - $141.49 $92,124 - $103,995
-735 Reduced 3.01%
23,655 $3.33 Million
Q3 2021

Nov 15, 2021
SELL
$127.07 - $136.85 $321,487 - $346,230
-2,530 Reduced 9.4%
24,390 $3.11 Million
Q2 2021

Aug 17, 2021
SELL
$116.39 - $126.03 $1.8 Million - $1.95 Million
-15,507 Reduced 36.55%
26,920 $3.39 Million
Q1 2021

May 14, 2021
SELL
$110.8 - $118.5 $4.86 Million - $5.2 Million
-43,842 Reduced 50.82%
42,427 $4.95 Million
Q4 2020

Feb 16, 2021
SELL
$101.66 - $113.44 $1.78 Million - $1.98 Million
-17,482 Reduced 16.85%
86,269 $9.79 Million
Q3 2020

Nov 16, 2020
BUY
$100.71 - $109.44 $3,122 - $3,392
31 Added 0.03%
103,751 $10.9 Million
Q2 2020

Aug 17, 2020
BUY
$85.21 - $103.92 $187,121 - $228,208
2,196 Added 2.16%
103,720 $10.4 Million
Q1 2020

May 15, 2020
BUY
$74.62 - $104.73 $57,233 - $80,327
767 Added 0.76%
101,524 $8.99 Million
Q4 2019

Jan 27, 2020
SELL
$87.95 - $103.11 $1.24 Million - $1.46 Million
-14,133 Reduced 12.3%
100,757 $0
Q3 2019

Oct 31, 2019
SELL
$89.33 - $92.0 $24,476 - $25,208
-274 Reduced 0.24%
114,890 $0
Q2 2019

Jul 30, 2019
BUY
N/A
30,290 Added 35.69%
115,164 $0
Q1 2019

Apr 24, 2019
BUY
N/A
9,827 Added 13.09%
84,874 $0
Q4 2018

Feb 14, 2019
BUY
N/A
2,578 Added 3.56%
75,047 $0
Q3 2018

Nov 15, 2018
BUY
N/A
27,403 Added 60.81%
72,469 $0
Q2 2018

Aug 13, 2018
BUY
N/A
3,039 Added 7.23%
45,066 $0
Q1 2018

May 11, 2018
BUY
N/A
5,425 Added 14.82%
42,027 $0
Q4 2017

Feb 16, 2018
SELL
N/A
-28,246 Closed
0 $0
Q3 2017

Nov 15, 2017
BUY
N/A
28,246
28,246 $0

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

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

Track Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc 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 Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email