M3 Advisory Group, LLC Select Sector Spdr Fund Health Transaction History

M3 Advisory Group, LLC

$145 Billion
Q2 2025

A detailed history of M3 Advisory Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, M3 Advisory Group, LLC holds 11,682 shares of XLV stock, worth $1.52 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

11,682

Previous 12,163 3.95%

Holding current value

$1.52 Million

Previous $1.78 Billion 11.34%

% of portfolio

1.09%

Previous 1.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$128.77 - $144.3 $61,938 - $69,408	-481 Reduced 3.95%	11,682 $1.57 Billion
Q1 2025 Apr 22, 2025	BUY	$137.61 - $149.68 $2,476 - $2,694	18 Added 0.15%	12,163 $1.78 Billion
Q4 2024 Jan 21, 2025	SELL	$136.28 - $154.74 $22,213 - $25,222	-163 Reduced 1.32%	12,145 $1.67 Billion
Q3 2024 Oct 17, 2024	BUY	$143.3 - $157.24 $61,619 - $67,613	430 Added 3.62%	12,308 $1.9 Billion
Q2 2024 Jul 19, 2024	BUY	$138.43 - $147.09 $94,962 - $100,903	686 Added 6.13%	11,878 $1.73 Billion
Q1 2024 Apr 29, 2024	BUY	$138.48 - $147.86 $99,982 - $106,754	722 Added 6.9%	11,192 $1.65 Billion
Q4 2023 Mar 19, 2024	BUY	$123.14 - $136.38 $1.29 Million - $1.43 Million	10,470 New	10,470 $1.43 Billion

Others Institutions Holding XLV

# of Institutions

1,967

Shares Held

269M

Call Options Held

12.9M

Put Options Held

13M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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M3 Advisory Group, LLC Select Sector Spdr Fund Health Transaction History