Legacy Capital Group California, Inc. Select Sector Spdr Fund Health Transaction History

Legacy Capital Group California, Inc.

$393 Billion
Q3 2025

A detailed history of Legacy Capital Group California, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 2,616 shares of XLV stock, worth $397,187. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,616

Previous 2,641 0.95%

Holding current value

$397,187

Previous $356 Million 2.27%

% of portfolio

0.09%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$129.01 - $139.72 $3,225 - $3,493	-25 Reduced 0.95%	2,616 $364 Million
Q2 2025 Jul 14, 2025	SELL	$128.77 - $144.3 $227,794 - $255,266	-1,769 Reduced 40.11%	2,641 $356 Million
Q1 2025 May 09, 2025	BUY	$137.61 - $149.68 $271,779 - $295,618	1,975 Added 81.11%	4,410 $644 Million
Q4 2024 Feb 03, 2025	BUY	$136.28 - $154.74 $24,666 - $28,007	181 Added 8.03%	2,435 $335 Million
Q3 2024 Oct 23, 2024	BUY	$143.3 - $157.24 $101,886 - $111,797	711 Added 46.08%	2,254 $347 Million

Q2 2024 Jul 22, 2024	BUY	$138.43 - $147.09 $213,597 - $226,959	1,543 New	1,543 $225 Million

Others Institutions Holding XLV

# of Institutions

1,964

Shares Held

194M

Call Options Held

13.9M

Put Options Held

22.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Group California, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Group California, Inc. with notifications on news.

Account

Legacy Capital Group California, Inc. Select Sector Spdr Fund Health Transaction History