Retirement Planning Group Select Sector Spdr Fund Health Transaction History

Retirement Planning Group

$2.04 Billion
Q3 2025

A detailed history of Retirement Planning Group transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Retirement Planning Group holds 8,102 shares of XLV stock, worth $1.23 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,102

Previous 11,119 27.13%

Holding current value

$1.23 Million

Previous $1.5 Million 24.77%

% of portfolio

0.06%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$129.01 - $139.72 $389,223 - $421,535	-3,017 Reduced 27.13%	8,102 $1.13 Million
Q2 2025 Jul 30, 2025	SELL	$128.77 - $144.3 $282,521 - $316,594	-2,194 Reduced 16.48%	11,119 $1.5 Million
Q1 2025 Apr 10, 2025	SELL	$137.61 - $149.68 $645,390 - $701,999	-4,690 Reduced 26.05%	13,313 $1.92 Million
Q4 2024 Feb 18, 2025	SELL	$136.28 - $154.74 $3.88 Million - $4.4 Million	-28,447 Reduced 61.24%	18,003 $2.48 Million
Q3 2024 Oct 10, 2024	SELL	$143.3 - $157.24 $20,062 - $22,013	-140 Reduced 0.3%	46,450 $7.15 Million

Q2 2024 Jul 12, 2024	BUY	$138.43 - $147.09 $252,219 - $267,997	1,822 Added 4.07%	46,590 $6.79 Million
Q1 2024 Apr 12, 2024	BUY	$138.48 - $147.86 $5.94 Million - $6.35 Million	42,918 Added 2319.89%	44,768 $6.61 Million
Q4 2023 Jan 12, 2024	BUY	$123.14 - $136.38 $227,809 - $252,303	1,850 New	1,850 $252,000
Q1 2022 Apr 19, 2022	SELL	$126.55 - $139.44 $181,599 - $200,096	-1,435 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$125.34 - $141.49 $179,862 - $203,038	1,435 New	1,435 $202,000

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

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Retirement Planning Group Select Sector Spdr Fund Health Transaction History