Esg Planning Select Sector Spdr Fund Health Transaction History

Esg Planning

$175 Million
Q2 2025

A detailed history of Esg Planning transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Esg Planning holds 5,770 shares of XLV stock, worth $834,976. This represents 0.44% of its overall portfolio holdings.

Number of Shares

5,770

Holding current value

$834,976

% of portfolio

0.44%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

# of Institutions

1,970

Shares Held

270M

Call Options Held

14.9M

Put Options Held

14.4M

Kingstone Capital Partners Texas, LLC Frisco, TX

71.2M
Shares

$10.3 Billion
1.58% of portfolio
Bank Of America Corp Charlotte, NC

33.2M
Shares

$4.81 Billion
0.34% of portfolio
Morgan Stanley New York, NY

13.2M
Shares

$1.91 Billion
0.12% of portfolio
Jpmorgan Chase & CO New York, NY

12.7M
Shares

$1.84 Billion
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

6.83M
Shares

$989 Million
0.33% of portfolio

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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