Wharton Business Group, LLC Select Sector Spdr Fund Health Transaction History

Wharton Business Group, LLC

  • $2.32 Billion
  • Q3 2025

A detailed history of Wharton Business Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wharton Business Group, LLC holds 233,923 shares of XLV stock, worth $35.5 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
233,923
Previous 233,483 0.19%
Holding current value
$35.5 Million
Previous $31.6 Million 3.18%
% of portfolio
1.4%
Previous 1.33%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$129.01 - $139.72 $56,764 - $61,476
440 Added 0.19%
233,923 $32.6 Million
Q2 2025

Aug 13, 2025
SELL
$128.77 - $144.3 $309,820 - $347,185
-2,406 Reduced 1.02%
233,483 $31.6 Million
Q1 2025

May 09, 2025
BUY
$137.61 - $149.68 $52,291 - $56,878
380 Added 0.16%
235,889 $34.4 Million
Q4 2024

Feb 04, 2025
SELL
$136.28 - $154.74 $132,327 - $150,252
-971 Reduced 0.41%
235,509 $32.4 Million
Q3 2024

Nov 07, 2024
BUY
$143.3 - $157.24 $45,999 - $50,474
321 Added 0.14%
236,480 $36.4 Million
Q2 2024

Aug 12, 2024
BUY
$138.43 - $147.09 $6,229 - $6,619
45 Added 0.02%
236,159 $34.4 Million
Q1 2024

May 13, 2024
SELL
$138.48 - $147.86 $3.6 Million - $3.84 Million
-25,990 Reduced 9.92%
236,114 $34.9 Million
Q4 2023

Feb 07, 2024
BUY
$123.14 - $136.38 $2.95 Million - $3.27 Million
23,970 Added 10.07%
262,104 $35.7 Million
Q3 2023

Nov 06, 2023
SELL
$128.74 - $136.24 $75,184 - $79,564
-584 Reduced 0.24%
238,134 $30.7 Million
Q2 2023

Aug 07, 2023
SELL
$126.74 - $135.66 $1.25 Million - $1.34 Million
-9,865 Reduced 3.97%
238,718 $31.7 Million
Q1 2023

May 04, 2023
SELL
$124.15 - $135.82 $3.67 Million - $4.02 Million
-29,568 Reduced 10.63%
248,583 $32.2 Million
Q4 2022

Feb 13, 2023
BUY
$121.85 - $140.1 $2.83 Million - $3.26 Million
23,255 Added 9.12%
278,151 $37.8 Million
Q3 2022

Oct 31, 2022
BUY
$121.11 - $134.29 $553,836 - $614,108
4,573 Added 1.83%
254,896 $30.9 Million
Q2 2022

Aug 09, 2022
SELL
$119.89 - $142.83 $382,688 - $455,913
-3,192 Reduced 1.26%
250,323 $32.1 Million
Q1 2022

May 18, 2022
BUY
$126.55 - $139.44 $1.58 Million - $1.74 Million
12,485 Added 5.18%
253,515 $34.7 Million
Q4 2021

Feb 10, 2022
BUY
$125.34 - $141.49 $223,857 - $252,701
1,786 Added 0.75%
241,030 $34 Million
Q3 2021

Nov 09, 2021
SELL
$127.07 - $136.85 $5.9 Million - $6.36 Million
-46,455 Reduced 16.26%
239,244 $30.5 Million
Q2 2021

Aug 11, 2021
SELL
$116.39 - $126.03 $579,040 - $626,999
-4,975 Reduced 1.71%
285,699 $36 Million
Q1 2021

May 10, 2021
BUY
$110.8 - $118.5 $325,419 - $348,034
2,937 Added 1.02%
290,674 $33.9 Million
Q4 2020

Feb 11, 2021
SELL
$101.66 - $113.44 $1.97 Million - $2.2 Million
-19,397 Reduced 6.32%
287,737 $32.6 Million
Q3 2020

Nov 06, 2020
SELL
$100.71 - $109.44 $407,371 - $442,684
-4,045 Reduced 1.3%
307,134 $32.4 Million
Q2 2020

Aug 11, 2020
SELL
$85.21 - $103.92 $492,343 - $600,449
-5,778 Reduced 1.82%
311,179 $31.1 Million
Q1 2020

Apr 27, 2020
BUY
$74.62 - $104.73 $74,918 - $105,148
1,004 Added 0.32%
316,957 $28.1 Million
Q4 2019

Feb 04, 2020
BUY
$87.95 - $103.11 $4.64 Million - $5.43 Million
52,705 Added 20.02%
315,953 $32.2 Million
Q3 2019

Oct 30, 2019
BUY
$89.33 - $92.0 $17,866 - $18,400
200 Added 0.08%
263,248 $23.7 Million
Q2 2019

Aug 08, 2019
BUY
N/A
1,815 Added 0.69%
263,048 $24.4 Million
Q1 2019

May 01, 2019
BUY
N/A
2,628 Added 1.02%
261,233 $24 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-9,685 Reduced 3.61%
258,605 $22.4 Million
Q3 2018

Nov 06, 2018
BUY
N/A
1,975 Added 0.74%
268,290 $25.5 Million
Q2 2018

Aug 09, 2018
BUY
N/A
516 Added 0.19%
266,315 $22.2 Million
Q1 2018

May 03, 2018
BUY
N/A
103,084 Added 63.35%
265,799 $21.6 Million
Q4 2017

Feb 12, 2018
BUY
N/A
2,080 Added 1.29%
162,715 $13.4 Million
Q3 2017

Nov 02, 2017
BUY
N/A
160,635
160,635 $13.1 Million

Others Institutions Holding XLV

# of Institutions
1,983
Shares Held
195M
Call Options Held
13.9M
Put Options Held
22.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Wharton Business Group, LLC Portfolio

Follow Wharton Business Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wharton Business Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email