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

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,874 shares of XLV stock, worth $1.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,874

Previous 7,874 -0.0%

Holding current value

$1.04 Million

Previous $1.15 Billion 99.9%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$137.61 - $149.68 $74,447 - $80,976	-541 Reduced 6.43%	7,874 $1.15 Billion
Q4 2024 May 30, 2025	BUY	$136.28 - $154.74 $82,721 - $93,927	607 Added 7.71%	8,481 $1.17 Million
Q4 2024 May 29, 2025	BUY	$136.28 - $154.74 $82,721 - $93,927	607 Added 7.71%	8,481 $1.17 Million
Q4 2024 Feb 11, 2025	BUY	$136.28 - $154.74 $838,939 - $952,579	6,156 Added 272.51%	8,415 $1.23 Billion
Q3 2024 May 30, 2025	SELL	$143.3 - $157.24 $804,629 - $882,902	-5,615 Reduced 71.31%	2,259 $347,000
Q3 2024 May 29, 2025	SELL	$143.3 - $157.24 $804,629 - $882,902	-5,615 Reduced 71.31%	2,259 $347,000
Q3 2024 Nov 05, 2024	SELL	$143.3 - $157.24 $29,806 - $32,705	-208 Reduced 8.43%	2,259 $348 Million
Q2 2024 May 29, 2025	SELL	$138.43 - $147.09 $748,491 - $795,315	-5,407 Reduced 68.67%	2,467 $359,000
Q2 2024 Aug 07, 2024	BUY	$138.43 - $147.09 $341,506 - $362,871	2,467 New	2,467 $360 Million

Others Institutions Holding XLV

# of Institutions

2,027

Shares Held

201M

Call Options Held

9.84M

Put Options Held

18.8M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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