Loring Wolcott & Coolidge Fiduciary Advisors LLP Select Sector Spdr Fund Health Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.2 Billion
  • Q3 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 5,700 shares of XLV stock, worth $830,262. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,700
Holding current value
$830,262
% of portfolio
0.01%

Shares

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

Oct 24, 2025
BUY
$129.01 - $139.72 $735,357 - $796,404
5,700 New
5,700 $793,000
Q3 2023

Nov 03, 2023
BUY
$128.74 - $136.24 $106,210 - $112,398
825 New
825 $106,000
Q4 2018

Feb 13, 2019
SELL
N/A
-2,355 Closed
0 $0
Q2 2018

Aug 07, 2018
SELL
N/A
-7,083 Reduced 75.05%
2,355 $197,000
Q1 2018

Apr 20, 2018
BUY
N/A
2,553 Added 37.08%
9,438 $768,000
Q3 2017

Oct 27, 2017
BUY
N/A
6,885
6,885 $563,000

Others Institutions Holding XLV

# of Institutions
1,960
Shares Held
196M
Call Options Held
14.9M
Put Options Held
14.4M
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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