Lodestone Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025

A detailed history of Lodestone Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,524 shares of XLV stock, worth $383,218. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,524
Previous 2,210 14.21%
Holding current value
$383,218
Previous $323 Million 8.85%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Oct 24, 2025
BUY
$129.01 - $139.72 $40,509 - $43,872
314 Added 14.21%
2,524 $351 Million
Q1 2025

Apr 28, 2025
BUY
$137.61 - $149.68 $137 - $149
1 Added 0.05%
2,210 $323 Million
Q4 2024

Jan 30, 2025
BUY
$136.28 - $154.74 $953 - $1,083
7 Added 0.32%
2,209 $304 Million
Q3 2024

Oct 29, 2024
SELL
$143.3 - $157.24 $258,083 - $283,189
-1,801 Reduced 44.99%
2,202 $339 Million
Q2 2024

Jul 16, 2024
SELL
$138.43 - $147.09 $43,605 - $46,333
-315 Reduced 7.3%
4,003 $583 Million
Q1 2024

Apr 30, 2024
SELL
$138.48 - $147.86 $415 - $443
-3 Reduced 0.07%
4,318 $638 Million
Q4 2023

Jan 24, 2024
SELL
$123.14 - $136.38 $5,171 - $5,727
-42 Reduced 0.96%
4,321 $589 Million
Q3 2023

Oct 20, 2023
SELL
$128.74 - $136.24 $42,999 - $45,504
-334 Reduced 7.11%
4,363 $562 Million
Q2 2023

Jul 25, 2023
SELL
$126.74 - $135.66 $112,418 - $120,330
-887 Reduced 15.88%
4,697 $623 Million
Q1 2023

May 15, 2023
SELL
$124.15 - $135.82 $5,462 - $5,976
-44 Reduced 0.78%
5,584 $723 Million
Q4 2022

Feb 09, 2023
BUY
$121.85 - $140.1 $685,771 - $788,482
5,628 New
5,628 $765 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

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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