Marion Wealth Management Select Sector Spdr Fund Health Transaction History

Marion Wealth Management

$371 Million
Q1 2025

A detailed history of Marion Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Marion Wealth Management holds 19,377 shares of XLV stock, worth $2.72 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

19,377

Previous 18,772 3.22%

Holding current value

$2.72 Million

Previous $2.58 Million 8.44%

% of portfolio

0.75%

Previous 0.69%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$137.61 - $149.68 $83,254 - $90,556	605 Added 3.22%	19,377 $2.8 Million
Q4 2024 Jan 13, 2025	BUY	$136.28 - $154.74 $85,583 - $97,176	628 Added 3.46%	18,772 $2.58 Million
Q3 2024 Oct 07, 2024	BUY	$143.3 - $157.24 $111,344 - $122,175	777 Added 4.47%	18,144 $2.79 Million
Q2 2024 Jul 09, 2024	BUY	$138.43 - $147.09 $50,665 - $53,834	366 Added 2.15%	17,367 $2.53 Million
Q1 2024 Apr 08, 2024	SELL	$138.48 - $147.86 $13,432 - $14,342	-97 Reduced 0.57%	17,001 $2.51 Million
Q4 2023 Jan 10, 2024	BUY	$123.14 - $136.38 $117,352 - $129,970	953 Added 5.9%	17,098 $2.33 Million
Q3 2023 Oct 18, 2023	BUY	$128.74 - $136.24 $52,912 - $55,994	411 Added 2.61%	16,145 $2.08 Million
Q2 2023 Jul 24, 2023	BUY	$126.74 - $135.66 $41,063 - $43,953	324 Added 2.1%	15,734 $2.09 Million
Q1 2023 Apr 24, 2023	BUY	$124.15 - $135.82 $146,248 - $159,995	1,178 Added 8.28%	15,410 $1.99 Million
Q4 2022 Jan 19, 2023	BUY	$121.85 - $140.1 $188,745 - $217,014	1,549 Added 12.21%	14,232 $0
Q3 2022 Nov 10, 2022	BUY	$121.11 - $134.29 $220,177 - $244,139	1,818 Added 16.73%	12,683 $1.54 Million
Q2 2022 Jul 27, 2022	BUY	$119.89 - $142.83 $111,617 - $132,974	931 Added 9.37%	10,865 $1.39 Million
Q1 2022 Apr 08, 2022	BUY	$126.55 - $139.44 $12,908 - $14,222	102 Added 1.04%	9,934 $1.36 Million
Q4 2021 Feb 14, 2022	BUY	$125.34 - $141.49 $1.23 Million - $1.39 Million	9,832 New	9,832 $1.39 Million

Others Institutions Holding XLV

# of Institutions

2,017

Shares Held

203M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Marion Wealth Management Select Sector Spdr Fund Health Transaction History