H&H Retirement Design & Management Inc Select Sector Spdr Fund Health Transaction History

H&H Retirement Design & Management Inc

  • $187 Million
  • Q3 2025

A detailed history of H&H Retirement Design & Management Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 38,861 shares of XLV stock, worth $5.9 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
38,861
Previous 38,936 0.19%
Holding current value
$5.9 Million
Previous $5.25 Million 3.05%
% of portfolio
2.89%
Previous 2.93%

Shares

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

Nov 12, 2025
SELL
$129.01 - $139.72 $9,675 - $10,479
-75 Reduced 0.19%
38,861 $5.41 Million
Q2 2025

Jul 23, 2025
BUY
$128.77 - $144.3 $561,050 - $628,715
4,357 Added 12.6%
38,936 $5.25 Million
Q1 2025

Apr 22, 2025
BUY
$137.61 - $149.68 $55,181 - $60,021
401 Added 1.17%
34,579 $5.05 Million
Q4 2024

Feb 24, 2025
BUY
$136.28 - $154.74 $95,532 - $108,472
701 Added 2.09%
34,178 $4.7 Million
Q3 2024

Oct 16, 2024
BUY
$143.3 - $157.24 $181,991 - $199,694
1,270 Added 3.94%
33,477 $5.16 Million
Q2 2024

Jul 23, 2024
BUY
$138.43 - $147.09 $56,617 - $60,159
409 Added 1.29%
32,207 $4.69 Million
Q1 2024

Apr 23, 2024
SELL
$138.48 - $147.86 $515,284 - $550,187
-3,721 Reduced 10.48%
31,798 $4.7 Million
Q4 2023

Feb 09, 2024
BUY
$123.14 - $136.38 $93,093 - $103,103
756 Added 2.17%
35,519 $4.84 Million
Q3 2023

Oct 16, 2023
SELL
$128.74 - $136.24 $13,260 - $14,032
-103 Reduced 0.3%
34,763 $4.48 Million
Q2 2023

Jul 14, 2023
SELL
$126.74 - $135.66 $11,913 - $12,752
-94 Reduced 0.27%
34,866 $4.63 Million
Q1 2023

Apr 14, 2023
BUY
$124.15 - $135.82 $4.34 Million - $4.75 Million
34,960 New
34,960 $4.53 Million

Others Institutions Holding XLV

# of Institutions
1,962
Shares Held
194M
Call Options Held
13.9M
Put Options Held
22.4M
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 H&H Retirement Design & Management Inc Portfolio

Follow H&H Retirement Design & Management Inc 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 H&H Retirement Design & Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on H&H Retirement Design & Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email