Phillips Wealth Planners LLC Select Sector Spdr Fund Health Transaction History

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025

A detailed history of Phillips Wealth Planners LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 7,677 shares of XLV stock, worth $1.17 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
7,677
Previous 9,946 22.81%
Holding current value
$1.17 Million
Previous $1.34 Billion 17.58%
% of portfolio
0.92%
Previous 1.22%

Shares

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

Nov 07, 2025
SELL
$129.01 - $139.72 $292,723 - $317,024
-2,269 Reduced 22.81%
7,677 $1.11 Billion
Q2 2025

Jul 11, 2025
BUY
$128.77 - $144.3 $39,274 - $44,011
305 Added 3.16%
9,946 $1.34 Billion
Q1 2025

Apr 23, 2025
BUY
$137.61 - $149.68 $76,235 - $82,922
554 Added 6.1%
9,641 $1.32 Billion
Q4 2024

Jan 17, 2025
BUY
$136.28 - $154.74 $159,583 - $181,200
1,171 Added 14.79%
9,087 $1.27 Billion
Q3 2024

Oct 28, 2024
SELL
$143.3 - $157.24 $201,193 - $220,764
-1,404 Reduced 15.06%
7,916 $1.21 Billion
Q2 2024

Aug 02, 2024
BUY
$138.43 - $147.09 $3,876 - $4,118
28 Added 0.3%
9,320 $1.36 Billion
Q1 2024

Apr 29, 2024
SELL
$138.48 - $147.86 $312,687 - $333,867
-2,258 Reduced 19.55%
9,292 $1.29 Billion
Q4 2023

Feb 12, 2024
SELL
$123.14 - $136.38 $40,266 - $44,596
-327 Reduced 2.75%
11,550 $1.61 Billion
Q3 2023

Oct 30, 2023
BUY
$128.74 - $136.24 $100,674 - $106,539
782 Added 7.05%
11,877 $1.53 Billion
Q2 2023

Jul 26, 2023
BUY
$126.74 - $135.66 $178,069 - $190,602
1,405 Added 14.5%
11,095 $1.47 Billion
Q1 2023

May 15, 2023
BUY
$124.15 - $135.82 $4,096 - $4,482
33 Added 0.34%
9,690 $1.3 Billion
Q4 2022

Feb 14, 2023
BUY
$121.85 - $140.1 $1.18 Million - $1.35 Million
9,657 New
9,657 $1.29 Billion

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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