Phillips Wealth Planners LLC Select Sector Spdr Fund Health Transaction History

Phillips Wealth Planners LLC

$87 Billion
Q1 2024

A detailed history of Phillips Wealth Planners LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 9,292 shares of XLV stock, worth $1.39 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

9,292

Previous 11,550 19.55%

Holding current value

$1.39 Million

Previous $1.61 Billion 19.95%

% of portfolio

1.48%

Previous 1.94%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$138.48 - $147.86 $312,687 - $333,867	-2,258 Reduced 19.55%	9,292 $1.29 Billion
Q4 2023 Feb 12, 2024	SELL	$123.14 - $136.38 $40,266 - $44,596	-327 Reduced 2.75%	11,550 $1.61 Billion
Q3 2023 Oct 30, 2023	BUY	$128.74 - $136.24 $100,674 - $106,539	782 Added 7.05%	11,877 $1.53 Billion
Q2 2023 Jul 26, 2023	BUY	$126.74 - $135.66 $178,069 - $190,602	1,405 Added 14.5%	11,095 $1.47 Billion
Q1 2023 May 15, 2023	BUY	$124.15 - $135.82 $4,096 - $4,482	33 Added 0.34%	9,690 $1.3 Billion

Q4 2022 Feb 14, 2023	BUY	$129.86 - $140.1 $1.25 Million - $1.35 Million	9,657 New	9,657 $1.29 Billion

Others Institutions Holding XLV

# of Institutions

1,837

Shares Held

204M

Call Options Held

9.43M

Put Options Held

12.7M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Phillips Wealth Planners LLC Select Sector Spdr Fund Health Transaction History