Peterson Wealth Management Select Sector Spdr Fund Health Transaction History

Peterson Wealth Management

$147 Million
Q1 2025

A detailed history of Peterson Wealth Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Peterson Wealth Management holds 16,149 shares of XLV stock, worth $2.11 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

16,149

Previous 15,371 5.06%

Holding current value

$2.11 Million

Previous $2.11 Million 11.49%

% of portfolio

1.6%

Previous 1.27%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Jun 16, 2025	BUY	$137.61 - $149.68 $107,060 - $116,451	778 Added 5.06%	16,149 $2.36 Million
Q4 2024 Feb 14, 2025	BUY	$136.28 - $154.74 $215,186 - $244,334	1,579 Added 11.45%	15,371 $2.11 Million
Q3 2024 Nov 13, 2024	BUY	$143.3 - $157.24 $315,833 - $346,556	2,204 Added 19.02%	13,792 $2.12 Million
Q2 2024 Aug 05, 2024	BUY	$138.43 - $147.09 $727,449 - $772,957	5,255 Added 82.98%	11,588 $1.69 Million
Q1 2024 May 15, 2024	BUY	$138.48 - $147.86 $40,574 - $43,322	293 Added 4.85%	6,333 $935,000
Q4 2023 Feb 22, 2024	SELL	$123.14 - $136.38 $305,510 - $338,358	-2,481 Reduced 29.12%	6,040 $823,000
Q3 2023 Nov 14, 2023	SELL	$128.74 - $136.24 $62,310 - $65,940	-484 Reduced 5.37%	8,521 $1.1 Million
Q2 2023 Aug 17, 2023	SELL	$126.74 - $135.66 $39,923 - $42,732	-315 Reduced 3.38%	9,005 $1.2 Million
Q1 2023 Aug 17, 2023	SELL	$124.15 - $135.82 $24,830 - $27,164	-200 Reduced 2.1%	9,320 $1.21 Million
Q4 2022 Feb 07, 2023	SELL	$121.85 - $140.1 $254,179 - $292,248	-2,086 Reduced 17.97%	9,520 $1.29 Million
Q3 2022 Oct 13, 2022	BUY	$121.11 - $134.29 $453,678 - $503,050	3,746 Added 47.66%	11,606 $1.41 Million
Q2 2022 Aug 03, 2022	SELL	$119.89 - $142.83 $1.28 Million - $1.52 Million	-10,668 Reduced 57.58%	7,860 $1.01 Million
Q1 2022 Apr 26, 2022	SELL	$126.55 - $139.44 $260,439 - $286,967	-2,058 Reduced 10.0%	18,528 $2.54 Million
Q4 2021 Feb 09, 2022	BUY	$125.34 - $141.49 $138,876 - $156,770	1,108 Added 5.69%	20,586 $2.9 Million
Q3 2021 Nov 12, 2021	BUY	$127.07 - $136.85 $31,767 - $34,212	250 Added 1.3%	19,478 $2.48 Million
Q2 2021 Aug 03, 2021	BUY	$116.39 - $126.03 $94,974 - $102,840	816 Added 4.43%	19,228 $2.42 Million
Q1 2021 Apr 19, 2021	SELL	$110.8 - $118.5 $1.36 Million - $1.45 Million	-12,269 Reduced 39.99%	18,412 $2.15 Million
Q4 2020 Mar 10, 2021	BUY	$101.66 - $113.44 $17,282 - $19,284	170 Added 0.56%	30,681 $3.48 Million
Q3 2020 Nov 03, 2020	SELL	$100.71 - $109.44 $169,092 - $183,749	-1,679 Reduced 5.22%	30,511 $3.22 Million
Q2 2020 Jul 22, 2020	BUY	$85.21 - $103.92 $693,012 - $845,181	8,133 Added 33.81%	32,190 $3.22 Million
Q1 2020 Apr 23, 2020	BUY	$74.62 - $104.73 $1.8 Million - $2.52 Million	24,057 New	24,057 $2.13 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

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Peterson Wealth Management Select Sector Spdr Fund Health Transaction History