Marks Group Wealth Management, Inc Select Sector Spdr Fund Health Transaction History

Marks Group Wealth Management, Inc

$1.02 Billion
Q2 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 3,362 shares of XLV stock, worth $478,647. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,362

Previous 3,962 15.14%

Holding current value

$478,647

Previous $578,000 21.63%

% of portfolio

0.04%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$128.77 - $144.3 $77,262 - $86,580	-600 Reduced 15.14%	3,362 $453,000
Q1 2025 May 01, 2025	SELL	$137.61 - $149.68 $9,495 - $10,327	-69 Reduced 1.71%	3,962 $578,000
Q2 2024 Aug 14, 2024	SELL	$138.43 - $147.09 $149,089 - $158,415	-1,077 Reduced 21.08%	4,031 $587,000
Q1 2024 Apr 29, 2024	BUY	$138.48 - $147.86 $35,035 - $37,408	253 Added 5.21%	5,108 $754,000
Q4 2023 Feb 01, 2024	BUY	$123.14 - $136.38 $120,307 - $133,243	977 Added 25.19%	4,855 $662,000
Q3 2023 Oct 30, 2023	BUY	$128.74 - $136.24 $2,059 - $2,179	16 Added 0.41%	3,878 $499,000
Q2 2023 Jul 19, 2023	BUY	$126.74 - $135.66 $1,901 - $2,034	15 Added 0.39%	3,862 $512,000
Q1 2023 May 03, 2023	BUY	$124.15 - $135.82 $1,862 - $2,037	15 Added 0.39%	3,847 $498,000
Q4 2022 Feb 06, 2023	BUY	$121.85 - $140.1 $466,929 - $536,863	3,832 New	3,832 $520,000

Others Institutions Holding XLV

# of Institutions

1,971

Shares Held

198M

Call Options Held

14.9M

Put Options Held

14.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Marks Group Wealth Management, Inc Select Sector Spdr Fund Health Transaction History