Personal Cfo Solutions, LLC Select Sector Spdr Fund Health Transaction History

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 6,355 shares of XLV stock, worth $964,879. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,355
Previous 7,781 18.33%
Holding current value
$964,879
Previous $1.14 Million 22.18%
% of portfolio
0.16%
Previous 0.24%

Shares

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

Nov 10, 2025
SELL
$129.01 - $139.72 $183,968 - $199,240
-1,426 Reduced 18.33%
6,355 $884,000
Q1 2025

Apr 30, 2025
BUY
$137.61 - $149.68 $1.07 Million - $1.16 Million
7,781 New
7,781 $1.14 Million
Q3 2024

Nov 14, 2024
BUY
$143.3 - $157.24 $65,201 - $71,544
455 Added 8.06%
6,102 $939,000
Q2 2024

Aug 09, 2024
SELL
$138.43 - $147.09 $19,518 - $20,739
-141 Reduced 2.44%
5,647 $823,000
Q1 2024

May 13, 2024
SELL
$138.48 - $147.86 $171,438 - $183,050
-1,238 Reduced 17.62%
5,788 $855,000
Q4 2023

Feb 13, 2024
BUY
$123.14 - $136.38 $865,181 - $958,205
7,026 New
7,026 $958,000
Q4 2022

Feb 14, 2023
BUY
$121.85 - $140.1 $1.38 Million - $1.59 Million
11,328 New
11,328 $1.54 Million
Q2 2022

Aug 05, 2022
SELL
$119.89 - $142.83 $1.14 Million - $1.36 Million
-9,495 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$126.55 - $139.44 $64,540 - $71,114
510 Added 5.68%
9,495 $1.3 Million
Q4 2021

Feb 11, 2022
SELL
$125.34 - $141.49 $94,255 - $106,400
-752 Reduced 7.72%
8,985 $1.27 Million
Q3 2021

Nov 18, 2021
BUY
$127.07 - $136.85 $255,664 - $275,342
2,012 Added 26.05%
9,737 $1.24 Million
Q2 2021

Jul 22, 2021
SELL
$116.39 - $126.03 $102,888 - $111,410
-884 Reduced 10.27%
7,725 $973,000
Q1 2021

Apr 21, 2021
SELL
$110.8 - $118.5 $183,263 - $195,999
-1,654 Reduced 16.12%
8,609 $1.01 Million
Q4 2020

Feb 09, 2021
SELL
$101.66 - $113.44 $23,788 - $26,544
-234 Reduced 2.23%
10,263 $0
Q3 2020

Nov 02, 2020
SELL
$100.71 - $109.44 $1.77 Million - $1.92 Million
-17,555 Reduced 62.58%
10,497 $1,000
Q2 2020

Aug 03, 2020
BUY
$85.21 - $103.92 $2.39 Million - $2.92 Million
28,052 New
28,052 $2.81 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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