A detailed history of Pasadena Private Wealth, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 2,421 shares of XLV stock, worth $344,677. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,421
Previous 1,786 35.55%
Holding current value
$344,677
Previous $240,000 40.0%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$129.01 - $139.72 $81,921 - $88,722
635 Added 35.55%
2,421 $336,000
Q2 2025

Aug 01, 2025

SELL
$128.77 - $144.3 $70,823 - $79,365
-550 Reduced 23.54%
1,786 $240,000
Q1 2025

May 08, 2025

BUY
$137.61 - $149.68 $321,456 - $349,652
2,336 New
2,336 $341,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Pasadena Private Wealth, LLC Portfolio

Follow Pasadena Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pasadena Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pasadena Private Wealth, LLC with notifications on news.