Mgb Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Mgb Wealth Management, LLC

  • $276 Billion
  • Q1 2025

A detailed history of Mgb Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 4,086 shares of XLV stock, worth $533,263. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,086
Previous 3,939 3.73%
Holding current value
$533,263
Previous $541 Million 9.57%
% of portfolio
0.21%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$137.61 - $149.68 $20,228 - $22,002
147 Added 3.73%
4,086 $593 Million
Q4 2024

Jan 29, 2025
BUY
$136.28 - $154.74 $136 - $154
1 Added 0.03%
3,939 $541 Million
Q2 2024

Aug 12, 2024
BUY
$138.43 - $147.09 $276 - $294
2 Added 0.05%
3,938 $582 Million
Q1 2024

May 06, 2024
BUY
$138.48 - $147.86 $138 - $147
1 Added 0.03%
3,936 $581 Million
Q4 2023

Apr 22, 2024
BUY
$123.14 - $136.38 $484,555 - $536,655
3,935 New
3,935 $537 Million

Others Institutions Holding XLV

# of Institutions
1,984
Shares Held
267M
Call Options Held
12.1M
Put Options Held
17.1M
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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