Resurgent Financial Advisors LLC Select Sector Spdr Fund Health Transaction History

Resurgent Financial Advisors LLC

  • $174 Million
  • Q2 2025

A detailed history of Resurgent Financial Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 2,593 shares of XLV stock, worth $369,165. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,593
Previous 1,486 74.5%
Holding current value
$369,165
Previous $216,000 61.57%
% of portfolio
0.2%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$128.77 - $144.3 $142,548 - $159,740
1,107 Added 74.5%
2,593 $349,000
Q1 2025

May 05, 2025
BUY
$137.61 - $149.68 $204,488 - $222,424
1,486 New
1,486 $216,000
Q1 2024

May 10, 2024
SELL
$138.48 - $147.86 $241,370 - $257,719
-1,743 Reduced 46.18%
2,031 $300,000
Q4 2023

Feb 09, 2024
SELL
$123.14 - $136.38 $145,674 - $161,337
-1,183 Reduced 23.87%
3,774 $514,000
Q3 2023

Nov 13, 2023
BUY
$128.74 - $136.24 $13,388 - $14,168
104 Added 2.14%
4,957 $638,000
Q2 2023

Aug 14, 2023
SELL
$126.74 - $135.66 $4,689 - $5,019
-37 Reduced 0.76%
4,853 $644,000
Q1 2023

May 15, 2023
SELL
$124.15 - $135.82 $35,382 - $38,708
-285 Reduced 5.51%
4,890 $633,000
Q4 2022

Feb 14, 2023
BUY
$121.85 - $140.1 $168,274 - $193,478
1,381 Added 36.4%
5,175 $703,000
Q3 2022

Nov 14, 2022
BUY
$121.11 - $134.29 $459,491 - $509,496
3,794 New
3,794 $460,000
Q2 2022

Aug 15, 2022
SELL
$119.89 - $142.83 $240,499 - $286,516
-2,006 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$126.55 - $139.44 $69,729 - $76,831
551 Added 37.87%
2,006 $275,000
Q4 2021

May 16, 2022
BUY
$125.34 - $141.49 $182,369 - $205,867
1,455 New
1,455 $205,000

Others Institutions Holding XLV

# of Institutions
1,965
Shares Held
199M
Call Options Held
14.9M
Put Options Held
14.4M
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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