Private Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History

Private Wealth Partners, LLC

$1.35 Billion
Q4 2025

A detailed history of Private Wealth Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Private Wealth Partners, LLC holds 2,264 shares of XLV stock, worth $343,743. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,264

Previous 2,831 20.03%

Holding current value

$343,743

Previous $393,000 12.72%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	$141.95 - $152.82 $80,485 - $86,648	-567 Reduced 20.03%	2,264 $343,000
Q3 2025 Nov 03, 2025	BUY	$129.01 - $139.72 $129 - $139	1 Added 0.04%	2,831 $393,000
Q2 2025 Aug 01, 2025	SELL	$128.77 - $144.3 $26,397 - $29,581	-205 Reduced 6.75%	2,830 $381,000
Q1 2025 Apr 21, 2025	BUY	$137.61 - $149.68 $137 - $149	1 Added 0.03%	3,035 $443,000
Q4 2024 Jan 31, 2025	BUY	$136.28 - $154.74 $136 - $154	1 Added 0.03%	3,034 $417,000

Q3 2024 Oct 29, 2024	BUY	$143.3 - $157.24 $29,663 - $32,548	207 Added 7.32%	3,033 $467,000
Q2 2024 Aug 07, 2024	BUY	$138.43 - $147.09 $138 - $147	1 Added 0.04%	2,826 $411,000
Q1 2024 May 08, 2024	BUY	$138.48 - $147.86 $138 - $147	1 Added 0.04%	2,825 $417,000
Q4 2023 Feb 02, 2024	BUY	$123.14 - $136.38 $99,127 - $109,785	805 Added 39.87%	2,824 $385,000
Q3 2023 Nov 06, 2023	BUY	$128.74 - $136.24 $128 - $136	1 Added 0.05%	2,019 $259,000
Q2 2023 Aug 03, 2023	BUY	$126.74 - $135.66 $126 - $135	1 Added 0.05%	2,018 $267,000
Q1 2023 May 03, 2023	BUY	$124.15 - $135.82 $250,410 - $273,948	2,017 New	2,017 $261,000

Others Institutions Holding XLV

# of Institutions

2,024

Shares Held

195M

Call Options Held

13.9M

Put Options Held

22.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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Private Wealth Partners, LLC Select Sector Spdr Fund Health Transaction History