Sfg Wealth Management, Llc. Select Sector Spdr Fund Health Transaction History

Sfg Wealth Management, Llc.

$183 Million
Q4 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 74,542 shares of XLV stock, worth $10.8 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares

74,542

Previous 67,837 9.88%

Holding current value

$10.8 Million

Previous $10.4 Million 1.86%

% of portfolio

5.6%

Previous 5.76%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$136.28 - $154.74 $913,757 - $1.04 Million	6,705 Added 9.88%	74,542 $10.3 Million
Q3 2024 Oct 31, 2024	BUY	$143.3 - $157.24 $321,565 - $352,846	2,244 Added 3.42%	67,837 $10.4 Million
Q2 2024 Jul 19, 2024	BUY	$138.43 - $147.09 $314,097 - $333,747	2,269 Added 3.58%	65,593 $9.56 Million
Q1 2024 Apr 26, 2024	BUY	$138.48 - $147.86 $448,121 - $478,474	3,236 Added 5.39%	63,324 $9.35 Million
Q4 2023 Jan 19, 2024	BUY	$123.14 - $136.38 $419,168 - $464,237	3,404 Added 6.01%	60,088 $8.19 Million
Q3 2023 Oct 19, 2023	BUY	$128.74 - $136.24 $291,209 - $308,174	2,262 Added 4.16%	56,684 $7.3 Million
Q2 2023 Jul 14, 2023	BUY	$126.74 - $135.66 $217,105 - $232,385	1,713 Added 3.25%	54,422 $7.22 Million
Q1 2023 Apr 11, 2023	BUY	$124.15 - $135.82 $1.03 Million - $1.13 Million	8,301 Added 18.69%	52,709 $6.82 Million
Q4 2022 Jan 31, 2023	BUY	$121.85 - $140.1 $5.41 Million - $6.22 Million	44,408 New	44,408 $6.03 Million

Others Institutions Holding XLV

# of Institutions

1,955

Shares Held

199M

Call Options Held

11.3M

Put Options Held

18.8M

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 Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.

Account

Sfg Wealth Management, Llc. Select Sector Spdr Fund Health Transaction History