Phillips Financial Management, LLC Select Sector Spdr Fund Health Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,147 shares of XLV stock, worth $174,149. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,147
Previous 370 210.0%
Holding current value
$174,149
Previous $49,000 224.49%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 24, 2025
BUY
$129.01 - $139.72 $100,240 - $108,562
777 Added 210.0%
1,147 $159,000
Q3 2022

Nov 08, 2022
BUY
$121.11 - $134.29 $44,810 - $49,687
370 New
370 $45,000

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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