Retirement Planning Group Select Sector Spdr Fund Health Transaction History

Retirement Planning Group

$2.04 Billion
Q3 2025

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 8,102 shares of XLV stock, worth $1.15 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,102

Previous 11,119 27.13%

Holding current value

$1.15 Million

Previous $1.5 Million 24.77%

% of portfolio

0.06%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$129.01 - $139.72 $389,223 - $421,535	-3,017 Reduced 27.13%	8,102 $1.13 Million
Q2 2025 Jul 30, 2025	SELL	$128.77 - $144.3 $282,521 - $316,594	-2,194 Reduced 16.48%	11,119 $1.5 Million
Q1 2025 Apr 10, 2025	SELL	$137.61 - $149.68 $645,390 - $701,999	-4,690 Reduced 26.05%	13,313 $1.92 Million
Q4 2024 Feb 18, 2025	SELL	$136.28 - $154.74 $3.88 Million - $4.4 Million	-28,447 Reduced 61.24%	18,003 $2.48 Million
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

# of Institutions

1,967

Shares Held

198M

Call Options Held

14.9M

Put Options Held

14.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

Track This Portfolio

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.

Account

Retirement Planning Group Select Sector Spdr Fund Health Transaction History