Fourth Dimension Wealth, LLC Select Sector Spdr Fund Health Transaction History

Fourth Dimension Wealth, LLC

  • $237 Billion
  • Q2 2025

A detailed history of Fourth Dimension Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 29,020 shares of XLV stock, worth $4.13 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
29,020
Previous 26,305 10.32%
Holding current value
$4.13 Million
Previous $3.84 Billion 1.85%
% of portfolio
1.65%
Previous 1.86%

Shares

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

Aug 05, 2025
BUY
$128.77 - $144.3 $349,610 - $391,774
2,715 Added 10.32%
29,020 $3.91 Billion
Q1 2025

Apr 23, 2025
SELL
$137.61 - $149.68 $11,559 - $12,573
-84 Reduced 0.32%
26,305 $3.84 Billion
Q4 2024

Feb 18, 2025
BUY
$136.28 - $154.74 $3.6 Million - $4.08 Million
26,389 New
26,389 $3.65 Billion

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
Track This Portfolio

Track Fourth Dimension Wealth, LLC Portfolio

Follow Fourth Dimension Wealth, LLC 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 Fourth Dimension Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fourth Dimension Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email