Berkshire Money Management, Inc. Select Sector Spdr Fund Health Transaction History

Berkshire Money Management, Inc.

$840 Million
Q2 2025

A detailed history of Berkshire Money Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 5,634 shares of XLV stock, worth $733,321. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,634

Previous 6,161 8.55%

Holding current value

$733,321

Previous $899,000 15.57%

% of portfolio

0.09%

Previous 0.11%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$128.77 - $144.3 $67,861 - $76,046	-527 Reduced 8.55%	5,634 $759,000
Q1 2025 Apr 23, 2025	SELL	$137.61 - $149.68 $74,859 - $81,425	-544 Reduced 8.11%	6,161 $899,000
Q4 2024 Jan 27, 2025	SELL	$136.28 - $154.74 $3.37 Million - $3.83 Million	-24,724 Reduced 78.67%	6,705 $922,000
Q3 2024 Oct 16, 2024	SELL	$143.3 - $157.24 $1,003 - $1,100	-7 Reduced 0.02%	31,429 $4.84 Million
Q2 2024 Jul 19, 2024	BUY	$138.43 - $147.09 $51,080 - $54,276	369 Added 1.19%	31,436 $4.58 Million
Q1 2024 May 08, 2024	SELL	$138.48 - $147.86 $694,477 - $741,517	-5,015 Reduced 13.9%	31,067 $4.59 Million
Q4 2023 Feb 08, 2024	SELL	$123.14 - $136.38 $6.75 Million - $7.47 Million	-54,808 Reduced 60.3%	36,082 $4.92 Million
Q3 2023 Oct 17, 2023	SELL	$128.74 - $136.24 $4.85 Million - $5.13 Million	-37,648 Reduced 29.29%	90,890 $11.7 Million
Q2 2023 Aug 07, 2023	SELL	$126.74 - $135.66 $280,222 - $299,944	-2,211 Reduced 1.69%	128,538 $17.1 Million
Q1 2023 May 12, 2023	SELL	$124.15 - $135.82 $993 - $1,086	-8 Reduced 0.01%	130,749 $16.9 Million
Q4 2022 Feb 13, 2023	SELL	$121.85 - $140.1 $532,362 - $612,096	-4,369 Reduced 3.23%	130,757 $17.8 Million
Q3 2022 Oct 21, 2022	SELL	$121.11 - $134.29 $1.13 Million - $1.26 Million	-9,364 Reduced 6.48%	135,126 $16.4 Million
Q2 2022 Jul 14, 2022	SELL	$119.89 - $142.83 $58,386 - $69,558	-487 Reduced 0.34%	144,490 $18.5 Million
Q1 2022 Apr 19, 2022	SELL	$126.55 - $139.44 $407,111 - $448,578	-3,217 Reduced 2.17%	144,977 $19.9 Million
Q4 2021 Jan 14, 2022	BUY	$125.34 - $141.49 $489,954 - $553,084	3,909 Added 2.71%	148,194 $20.9 Million
Q3 2021 Oct 13, 2021	BUY	$127.07 - $136.85 $332,288 - $357,862	2,615 Added 1.85%	144,285 $18.4 Million
Q2 2021 Jul 23, 2021	BUY	$116.39 - $126.03 $428,897 - $464,420	3,685 Added 2.67%	141,670 $17.8 Million
Q1 2021 Apr 20, 2021	BUY	$110.8 - $118.5 $261,820 - $280,015	2,363 Added 1.74%	137,985 $16.1 Million
Q4 2020 Jan 25, 2021	SELL	$101.66 - $113.44 $322,262 - $359,604	-3,170 Reduced 2.28%	135,622 $15.4 Million
Q3 2020 Oct 26, 2020	SELL	$100.71 - $109.44 $669,620 - $727,666	-6,649 Reduced 4.57%	138,792 $14.6 Million
Q2 2020 Jul 27, 2020	BUY	$85.21 - $103.92 $12.4 Million - $15.1 Million	145,441 New	145,441 $14.6 Million
Q2 2019 Jul 29, 2019	SELL	N/A	-120,431 Closed	0 $0
Q1 2019 Apr 24, 2019	BUY	N/A	40,652 Added 50.96%	120,431 $11.1 Million
Q4 2018 Feb 06, 2019	BUY	N/A	79,779 New	79,779 $6.9 Million

Others Institutions Holding XLV

# of Institutions

1,965

Shares Held

265M

Call Options Held

12.3M

Put Options Held

16.7M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berkshire Money Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Berkshire Money Management, Inc. with notifications on news.

Account

Berkshire Money Management, Inc. Select Sector Spdr Fund Health Transaction History