Heritage Wealth Management, Inc. Select Sector Spdr Fund Health Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 1,950 shares of XLV stock, worth $296,068. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,950
Previous 1,950 -0.0%
Holding current value
$296,068
Previous $263 Million 3.25%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Aug 14, 2025
SELL
$128.77 - $144.3 $12,748 - $14,285
-99 Reduced 4.83%
1,950 $263 Million
Q2 2024

Sep 09, 2024
BUY
$138.43 - $147.09 $283,643 - $301,387
2,049 New
2,049 $296 Million

Others Institutions Holding XLV

# of Institutions
1,963
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
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