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

Marks Group Wealth Management, Inc

  • $1.03 Billion
  • Q3 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 $510,452. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,362
Previous 3,362 -0.0%
Holding current value
$510,452
Previous $453,000 3.09%
% of portfolio
0.05%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,968
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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