Insight Wealth Strategies, LLC Select Sector Spdr Fund Health Transaction History

Insight Wealth Strategies, LLC

  • $788 Million
  • Q3 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 84,306 shares of XLV stock, worth $12.8 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
84,306
Holding current value
$12.8 Million
% of portfolio
1.49%

Shares

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

Oct 06, 2025
BUY
$129.01 - $139.72 $10.9 Million - $11.8 Million
84,306 New
84,306 $11.7 Million
Q3 2024

Oct 07, 2024
BUY
$143.3 - $157.24 $8.24 Million - $9.04 Million
57,495 New
57,495 $8.86 Million
Q1 2024

Apr 05, 2024
BUY
$138.48 - $147.86 $7.77 Million - $8.29 Million
56,098 New
56,098 $8.29 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
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, 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 Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email