Fiduciary Planning LLC Select Sector Spdr Fund Health Transaction History

Fiduciary Planning LLC

  • $232 Million
  • Q1 2025

A detailed history of Fiduciary Planning LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Fiduciary Planning LLC holds 2,649 shares of XLV stock, worth $372,105. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,649
Previous 5,554 52.3%
Holding current value
$372,105
Previous $764,000 50.0%
% of portfolio
0.16%
Previous 0.33%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$137.61 - $149.68 $399,757 - $434,820
-2,905 Reduced 52.3%
2,649 $382,000
Q4 2024

Jan 24, 2025
SELL
$136.28 - $154.74 $475,753 - $540,197
-3,491 Reduced 38.6%
5,554 $764,000
Q3 2024

Oct 22, 2024
BUY
$143.3 - $157.24 $64,485 - $70,758
450 Added 5.24%
9,045 $1.39 Million
Q2 2024

Aug 06, 2024
SELL
$138.43 - $147.09 $98,839 - $105,022
-714 Reduced 7.67%
8,595 $1.25 Million
Q1 2024

Apr 29, 2024
BUY
$138.48 - $147.86 $105,798 - $112,965
764 Added 8.94%
9,309 $1.38 Million
Q4 2023

Jan 25, 2024
BUY
$123.14 - $136.38 $750,907 - $831,645
6,098 Added 249.2%
8,545 $1.17 Million
Q3 2023

Oct 26, 2023
BUY
$128.74 - $136.24 $315,026 - $333,379
2,447 New
2,447 $315,000

Others Institutions Holding XLV

# of Institutions
2,007
Shares Held
206M
Call Options Held
13.1M
Put Options Held
19.4M
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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