Vertex Planning Partners, LLC Select Sector Spdr Fund Health Transaction History

Vertex Planning Partners, LLC

$521 Billion
Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,081 shares of XLV stock, worth $467,788. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,081

Previous 2,936 4.94%

Holding current value

$467,788

Previous $396 Million 8.32%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 18, 2025	BUY	$129.01 - $139.72 $18,706 - $20,259	145 Added 4.94%	3,081 $429 Million
Q2 2025 Aug 13, 2025	SELL	$128.77 - $144.3 $98,637 - $110,533	-766 Reduced 20.69%	2,936 $396 Million
Q1 2025 May 14, 2025	BUY	$137.61 - $149.68 $15,687 - $17,063	114 Added 3.18%	3,702 $541 Million
Q3 2024 Nov 07, 2024	BUY	$143.3 - $157.24 $8,454 - $9,277	59 Added 1.67%	3,588 $553 Million
Q2 2024 Aug 13, 2024	SELL	$138.43 - $147.09 $16,057 - $17,062	-116 Reduced 3.18%	3,529 $514 Million

Q4 2023 Feb 14, 2024	BUY	$123.14 - $136.38 $48,394 - $53,597	393 Added 12.08%	3,645 $497 Million
Q1 2023 May 16, 2023	SELL	$124.15 - $135.82 $87,029 - $95,209	-701 Reduced 17.73%	3,252 $421 Million
Q4 2022 Feb 06, 2023	BUY	$121.85 - $140.1 $481,673 - $553,815	3,953 New	3,953 $537 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

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Vertex Planning Partners, LLC Select Sector Spdr Fund Health Transaction History