Intrepid Financial Planning Group LLC Select Sector Spdr Fund Health Transaction History

Intrepid Financial Planning Group LLC

$235 Million
Q3 2025

A detailed history of Intrepid Financial Planning Group LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 8,033 shares of XLV stock, worth $1.22 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

8,033

Previous 14,846 45.89%

Holding current value

$1.22 Million

Previous $2 Million 44.18%

% of portfolio

0.48%

Previous 0.89%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$129.01 - $139.72 $878,945 - $951,912	-6,813 Reduced 45.89%	8,033 $1.12 Million
Q1 2025 May 13, 2025	SELL	$137.61 - $149.68 $22,292 - $24,248	-162 Reduced 1.08%	14,846 $2.17 Million
Q4 2024 Feb 10, 2025	SELL	$136.28 - $154.74 $58,464 - $66,383	-429 Reduced 2.78%	15,008 $2.06 Million
Q3 2024 Nov 04, 2024	SELL	$143.3 - $157.24 $122,808 - $134,754	-857 Reduced 5.26%	15,437 $2.38 Million
Q2 2024 Aug 12, 2024	SELL	$138.43 - $147.09 $11,074 - $11,767	-80 Reduced 0.49%	16,294 $2.37 Million

Q1 2024 May 13, 2024	BUY	$138.48 - $147.86 $1,384 - $1,478	10 Added 0.06%	16,374 $2.42 Million
Q4 2023 Feb 13, 2024	SELL	$123.14 - $136.38 $41,375 - $45,823	-336 Reduced 2.01%	16,364 $2.23 Million
Q3 2023 Nov 03, 2023	SELL	$128.74 - $136.24 $149,595 - $158,310	-1,162 Reduced 6.51%	16,700 $2.15 Million
Q2 2023 Aug 09, 2023	SELL	$126.74 - $135.66 $38,782 - $41,511	-306 Reduced 1.68%	17,862 $2.37 Million
Q1 2023 May 02, 2023	BUY	$124.15 - $135.82 $496 - $543	4 Added 0.02%	18,168 $2.35 Million
Q4 2022 Feb 02, 2023	SELL	$121.85 - $140.1 $21,811 - $25,077	-179 Reduced 0.98%	18,164 $2.47 Million
Q3 2022 Nov 07, 2022	BUY	$121.11 - $134.29 $2,543 - $2,820	21 Added 0.11%	18,343 $2.22 Million
Q2 2022 Aug 15, 2022	BUY	$119.89 - $142.83 $2.2 Million - $2.62 Million	18,322 New	18,322 $2.35 Million

Others Institutions Holding XLV

# of Institutions

1,963

Shares Held

194M

Call Options Held

13.9M

Put Options Held

22.4M

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About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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Intrepid Financial Planning Group LLC Select Sector Spdr Fund Health Transaction History