Spartan Planning & Wealth Management Select Sector Spdr Fund Health Transaction History

Spartan Planning & Wealth Management

  • $130 Million
  • Q4 2025

A detailed history of Spartan Planning & Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 1,828 shares of XLV stock, worth $277,545. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,828
Holding current value
$277,545
% of portfolio
0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$141.95 - $152.82 $259,484 - $279,354
1,828 New
1,828 $277,000
Q4 2023

Mar 12, 2024
BUY
$123.14 - $136.38 $45,684 - $50,596
371 Added 83.75%
814 $111,000
Q3 2023

Nov 17, 2023
BUY
$128.74 - $136.24 $57,031 - $60,354
443 New
443 $57,000

Others Institutions Holding XLV

# of Institutions
2,035
Shares Held
196M
Call Options Held
14.2M
Put Options Held
22.6M
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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