Concord Wealth Partners Select Sector Spdr Fund Health Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Concord Wealth Partners holds 434 shares of XLV stock, worth $61,788. This represents 0.01% of its overall portfolio holdings.

Number of Shares
434
Previous 432 0.46%
Holding current value
$61,788
Previous $63,000 7.94%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$128.77 - $144.3 $257 - $288
2 Added 0.46%
434 $58,000
Q1 2025

May 02, 2025
BUY
$137.61 - $149.68 $137 - $149
1 Added 0.23%
432 $63,000
Q4 2024

Jan 23, 2025
BUY
$136.28 - $154.74 $136 - $154
1 Added 0.23%
431 $59,000
Q3 2024

Oct 24, 2024
SELL
$143.3 - $157.24 $3,152 - $3,459
-22 Reduced 4.87%
430 $66,000
Q2 2024

Jul 31, 2024
BUY
$138.43 - $147.09 $1,522 - $1,617
11 Added 2.49%
452 $65,000
Q1 2024

Apr 30, 2024
SELL
$138.48 - $147.86 $49,298 - $52,638
-356 Reduced 44.67%
441 $65,000
Q4 2023

Apr 30, 2024
SELL
$123.14 - $136.38 $19,209 - $21,275
-156 Reduced 16.37%
797 $108,000
Q4 2023

Feb 05, 2024
SELL
$123.14 - $136.38 $19,209 - $21,275
-156 Reduced 16.37%
797 $108,000
Q3 2023

Apr 30, 2024
BUY
$128.74 - $136.24 $20,083 - $21,253
156 Added 19.57%
953 $122,000
Q3 2023

Oct 25, 2023
SELL
$128.74 - $136.24 $10,556 - $11,171
-82 Reduced 7.92%
953 $122,000
Q2 2023

Aug 07, 2023
BUY
$126.74 - $135.66 $42,964 - $45,988
339 Added 48.71%
1,035 $137,000
Q1 2023

Apr 26, 2023
SELL
$124.15 - $135.82 $100,933 - $110,421
-813 Reduced 53.88%
696 $90,000
Q4 2022

Jan 27, 2023
BUY
$121.85 - $140.1 $183,871 - $211,410
1,509 New
1,509 $204,000
Q2 2022

Aug 04, 2022
BUY
$119.89 - $142.83 $119 - $142
1 Added 0.08%
1,239 $159,000
Q1 2022

Apr 20, 2022
BUY
$126.55 - $139.44 $4,302 - $4,740
34 Added 2.82%
1,238 $170,000
Q4 2021

Jan 21, 2022
BUY
$125.34 - $141.49 $117,318 - $132,434
936 Added 349.25%
1,204 $170,000
Q3 2021

Nov 09, 2021
SELL
$127.07 - $136.85 $27,701 - $29,833
-218 Reduced 44.86%
268 $34,000
Q2 2021

Jul 29, 2021
SELL
$116.39 - $126.03 $47,137 - $51,042
-405 Reduced 45.45%
486 $61,000
Q1 2021

May 13, 2021
BUY
$110.8 - $118.5 $84,208 - $90,060
760 Added 580.15%
891 $104,000
Q4 2020

Feb 16, 2021
BUY
$101.66 - $113.44 $13,317 - $14,860
131 New
131 $15,000

Others Institutions Holding XLV

# of Institutions
1,968
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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