A detailed history of Esg Planning transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Esg Planning holds 5,548 shares of XLV stock, worth $842,352. This represents 0.38% of its overall portfolio holdings.

Number of Shares
5,548
Previous 5,770 3.85%
Holding current value
$842,352
Previous $777,000 0.64%
% of portfolio
0.38%
Previous 0.44%

Shares

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

Nov 13, 2025

SELL
$129.01 - $139.72 $28,640 - $31,017
-222 Reduced 3.85%
5,548 $772,000
Q2 2025

Aug 13, 2025

BUY
$128.77 - $144.3 $743,002 - $832,611
5,770 New
5,770 $777,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Esg Planning Portfolio

Follow Esg Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Esg Planning, based on Form 13F filings with the SEC.

News

Stay updated on Esg Planning with notifications on news.