Bernard Wealth Management Corp. Select Sector Spdr Fund Health Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 845 shares of XLV stock, worth $120,302. This represents 0.05% of its overall portfolio holdings.

Number of Shares
845
Previous 1,040 18.75%
Holding current value
$120,302
Previous $140 Million 16.11%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 14, 2025
SELL
$129.01 - $139.72 $25,156 - $27,245
-195 Reduced 18.75%
845 $118 Million
Q2 2025

Jul 24, 2025
SELL
$128.77 - $144.3 $8,241 - $9,235
-64 Reduced 5.8%
1,040 $140 Million
Q1 2025

Apr 16, 2025
SELL
$137.61 - $149.68 $1,100 - $1,197
-8 Reduced 0.72%
1,104 $161 Million
Q4 2024

Feb 27, 2025
SELL
$136.28 - $154.74 $5,451 - $6,189
-40 Reduced 3.47%
1,112 $153 Million
Q4 2024

Feb 13, 2025
BUY
$136.28 - $154.74 $156,994 - $178,260
1,152 New
1,152 $166 Million

Others Institutions Holding XLV

# of Institutions
1,967
Shares Held
198M
Call Options Held
14.9M
Put Options Held
14.4M
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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