A detailed history of Retirement Planning Group transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Retirement Planning Group holds 46,450 shares of XLV stock, worth $6.64 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
46,450
Previous 46,590 0.3%
Holding current value
$6.64 Million
Previous $6.79 Million 5.36%
% of portfolio
0.45%
Previous 0.49%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$143.3 - $157.24 $20,062 - $22,013
-140 Reduced 0.3%
46,450 $7.15 Million
Q2 2024

Jul 12, 2024

BUY
$138.43 - $147.09 $252,219 - $267,997
1,822 Added 4.07%
46,590 $6.79 Million
Q1 2024

Apr 12, 2024

BUY
$138.48 - $147.86 $5.94 Million - $6.35 Million
42,918 Added 2319.89%
44,768 $6.61 Million
Q4 2023

Jan 12, 2024

BUY
$123.14 - $136.38 $227,809 - $252,303
1,850 New
1,850 $252,000
Q1 2022

Apr 19, 2022

SELL
$126.55 - $139.44 $181,599 - $200,096
-1,435 Closed
0 $0
Q4 2021

Jan 20, 2022

BUY
$125.34 - $141.49 $179,862 - $203,038
1,435 New
1,435 $202,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


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

Track Retirement Planning Group Portfolio

Follow Retirement Planning Group 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 Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.