Sequent Planning LLC Select Sector Spdr Fund Health Transaction History

Sequent Planning LLC

$352 Billion
Q3 2025

A detailed history of Sequent Planning LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Sequent Planning LLC holds 10,759 shares of XLV stock, worth $1.63 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

10,759

Previous 5,814 85.05%

Holding current value

$1.63 Million

Previous $784 Million 91.05%

% of portfolio

0.42%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$129.01 - $139.72 $637,954 - $690,915	4,945 Added 85.05%	10,759 $1.5 Billion
Q2 2025 Aug 14, 2025	BUY	$128.77 - $144.3 $224,832 - $251,947	1,746 Added 42.92%	5,814 $784 Million
Q1 2025 May 13, 2025	BUY	$137.61 - $149.68 $137,472 - $149,530	999 Added 32.55%	4,068 $594 Million
Q4 2024 Feb 11, 2025	BUY	$136.28 - $154.74 $57,782 - $65,609	424 Added 16.03%	3,069 $422 Million
Q3 2024 Nov 14, 2024	BUY	$143.3 - $157.24 $20,062 - $22,013	140 Added 5.59%	2,645 $407 Million

Q2 2024 Aug 12, 2024	BUY	$138.43 - $147.09 $6,367 - $6,766	46 Added 1.87%	2,505 $363 Million
Q1 2024 May 14, 2024	BUY	$138.48 - $147.86 $340,522 - $363,587	2,459 New	2,459 $363 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

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Account

Sequent Planning LLC Select Sector Spdr Fund Health Transaction History