Pensionmark Financial Group, LLC Select Sector Spdr Fund Health Transaction History

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 24,553 shares of XLV stock, worth $3.73 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
24,553
Previous 26,117 5.99%
Holding current value
$3.73 Million
Previous $3.52 Million 2.93%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 15, 2025
SELL
$129.01 - $139.72 $201,771 - $218,522
-1,564 Reduced 5.99%
24,553 $3.42 Million
Q2 2025

Aug 04, 2025
BUY
$128.77 - $144.3 $38,631 - $43,290
300 Added 1.16%
26,117 $3.52 Million
Q1 2025

Apr 29, 2025
BUY
$137.61 - $149.68 $134,857 - $146,686
980 Added 3.95%
25,817 $3.77 Million
Q4 2024

Feb 12, 2025
BUY
$136.28 - $154.74 $1.28 Million - $1.46 Million
9,420 Added 61.1%
24,837 $3.42 Million
Q3 2024

Nov 25, 2024
SELL
$143.3 - $157.24 $1.67 Million - $1.83 Million
-11,629 Reduced 43.0%
15,417 $2.37 Million
Q3 2024

Nov 14, 2024
BUY
$143.3 - $157.24 $1.73 Million - $1.9 Million
12,052 Added 80.38%
27,046 $4.17 Million
Q2 2024

Aug 14, 2024
BUY
$138.43 - $147.09 $944,369 - $1 Million
6,822 Added 83.48%
14,994 $2.19 Million
Q1 2024

May 15, 2024
SELL
$138.48 - $147.86 $662,765 - $707,657
-4,786 Reduced 36.93%
8,172 $1.21 Million
Q4 2023

Feb 14, 2024
BUY
$123.14 - $136.38 $1.6 Million - $1.77 Million
12,958 New
12,958 $1.77 Million
Q4 2021

Feb 11, 2022
SELL
$125.34 - $141.49 $982,540 - $1.11 Million
-7,839 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$127.07 - $136.85 $3,049 - $3,284
24 Added 0.31%
7,839 $998,000
Q2 2021

Aug 12, 2021
SELL
$116.39 - $126.03 $32,007 - $34,658
-275 Reduced 3.4%
7,815 $984,000
Q1 2021

May 17, 2021
BUY
$110.8 - $118.5 $6,758 - $7,228
61 Added 0.76%
8,090 $994,000
Q4 2020

Feb 16, 2021
SELL
$101.66 - $113.44 $5,184 - $5,785
-51 Reduced 0.63%
8,029 $942,000
Q3 2020

Nov 13, 2020
BUY
$100.71 - $109.44 $289,641 - $314,749
2,876 Added 55.27%
8,080 $852,000
Q2 2020

Aug 14, 2020
BUY
$85.21 - $103.92 $443,432 - $540,799
5,204 New
5,204 $558,000

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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