Geometric Wealth Advisors Select Sector Spdr Fund Health Transaction History

Geometric Wealth Advisors

  • $614 Million
  • Q2 2025

A detailed history of Geometric Wealth Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Geometric Wealth Advisors holds 2,745 shares of XLV stock, worth $390,805. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,745
Previous 4,208 34.77%
Holding current value
$390,805
Previous $614,000 39.9%
% of portfolio
0.06%
Previous 0.11%

Shares

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

Aug 06, 2025
SELL
$128.77 - $144.3 $188,390 - $211,110
-1,463 Reduced 34.77%
2,745 $369,000
Q1 2025

May 09, 2025
BUY
$137.61 - $149.68 $201,323 - $218,981
1,463 Added 53.3%
4,208 $614,000
Q2 2024

Aug 13, 2024
BUY
$138.43 - $147.09 $379,990 - $403,762
2,745 New
2,745 $400,000

Others Institutions Holding XLV

# of Institutions
1,964
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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