Rtd Financial Advisors, Inc. Select Sector Spdr Fund Health Transaction History

Rtd Financial Advisors, Inc.

  • $781 Million
  • Q2 2025

A detailed history of Rtd Financial Advisors, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 4,540 shares of XLV stock, worth $657,482. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,540
Previous 4,783 5.08%
Holding current value
$657,482
Previous $691,000 11.58%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jul 15, 2025
SELL
$128.77 - $144.3 $31,291 - $35,064
-243 Reduced 5.08%
4,540 $611,000
Q1 2024

Apr 19, 2024
SELL
$138.48 - $147.86 $22,987 - $24,544
-166 Reduced 3.35%
4,783 $706,000
Q4 2023

Jan 17, 2024
BUY
$123.14 - $136.38 $50,364 - $55,779
409 Added 9.01%
4,949 $674,000
Q4 2021

May 02, 2022
BUY
$125.34 - $141.49 $569,043 - $642,364
4,540 New
4,540 $640,000

Others Institutions Holding XLV

# of Institutions
1,969
Shares Held
269M
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
Track This Portfolio

Track Rtd Financial Advisors, Inc. Portfolio

Follow Rtd Financial Advisors, Inc. 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 Rtd Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rtd Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email