Aspen Investment Management Inc Select Sector Spdr Fund Health Transaction History

Aspen Investment Management Inc

  • $259 Million
  • Q3 2025

A detailed history of Aspen Investment Management Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Aspen Investment Management Inc holds 2,428 shares of XLV stock, worth $368,643. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,428
Previous 3,688 34.16%
Holding current value
$368,643
Previous $497,000 31.99%
% of portfolio
0.13%
Previous 0.21%

Shares

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

Nov 12, 2025
SELL
$129.01 - $139.72 $162,552 - $176,047
-1,260 Reduced 34.16%
2,428 $338,000
Q2 2025

Aug 11, 2025
SELL
$128.77 - $144.3 $26,526 - $29,725
-206 Reduced 5.29%
3,688 $497,000
Q1 2025

May 20, 2025
BUY
$137.61 - $149.68 $241,505 - $262,688
1,755 Added 82.05%
3,894 $569,000
Q4 2024

Feb 03, 2025
BUY
$136.28 - $154.74 $136 - $154
1 Added 0.05%
2,139 $294,000
Q3 2024

Nov 08, 2024
SELL
$143.3 - $157.24 $33,532 - $36,794
-234 Reduced 9.87%
2,138 $329,000
Q2 2024

Jul 26, 2024
BUY
$138.43 - $147.09 $32,392 - $34,419
234 Added 10.94%
2,372 $346,000
Q1 2024

Apr 26, 2024
SELL
$138.48 - $147.86 $13,847 - $14,786
-100 Reduced 4.47%
2,138 $316,000
Q4 2023

Feb 09, 2024
SELL
$123.14 - $136.38 $467,562 - $517,834
-3,797 Reduced 62.92%
2,238 $305,000
Q3 2023

Nov 01, 2023
SELL
$128.74 - $136.24 $41,711 - $44,141
-324 Reduced 5.1%
6,035 $776,000
Q2 2023

Jul 28, 2023
BUY
$126.74 - $135.66 $1,394 - $1,492
11 Added 0.17%
6,359 $844,000
Q1 2023

May 16, 2023
SELL
$124.15 - $135.82 $2,855 - $3,123
-23 Reduced 0.36%
6,348 $844,000
Q4 2022

Feb 06, 2023
SELL
$121.85 - $140.1 $174,001 - $200,062
-1,428 Reduced 18.31%
6,371 $866,000
Q1 2022

May 11, 2022
BUY
$126.55 - $139.44 $21,640 - $23,844
171 Added 2.24%
7,799 $1.07 Million
Q4 2021

Jan 26, 2022
SELL
$125.34 - $141.49 $744,394 - $840,309
-5,939 Reduced 43.78%
7,628 $1.08 Million
Q3 2021

Dec 06, 2021
BUY
$127.07 - $136.85 $1.44 Million - $1.55 Million
11,357 Added 513.89%
13,567 $1.73 Million
Q4 2020

Jan 25, 2021
SELL
$101.66 - $113.44 $406 - $453
-4 Reduced 0.18%
2,210 $251,000
Q2 2020

Aug 06, 2020
BUY
$85.21 - $103.92 $188,654 - $230,078
2,214 New
2,214 $222,000
Q1 2020

May 15, 2020
SELL
$74.62 - $104.73 $164,910 - $231,453
-2,210 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$87.95 - $103.11 $194,369 - $227,873
2,210 New
2,210 $225,000
Q4 2018

Feb 15, 2019
SELL
N/A
-2,160 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
2,160 New
2,160 $206,000

Others Institutions Holding XLV

# of Institutions
1,963
Shares Held
194M
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
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