A detailed history of Strategic Financial Concepts, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 41,403 shares of XLV stock, worth $5.39 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
41,403
Previous 5,842 608.71%
Holding current value
$5.39 Million
Previous $853 Million 554.11%
% of portfolio
0.78%
Previous 0.16%

Shares

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

Aug 05, 2025

BUY
$128.77 - $144.3 $4.58 Million - $5.13 Million
35,561 Added 608.71%
41,403 $5.58 Billion
Q1 2025

Apr 28, 2025

SELL
$137.61 - $149.68 $188,250 - $204,762
-1,368 Reduced 18.97%
5,842 $853 Million
Q4 2024

Jan 30, 2025

SELL
$136.28 - $154.74 $86.8 Million - $98.5 Million
-636,814 Reduced 98.88%
7,210 $992 Million
Q4 2024

Jan 27, 2025

BUY
$136.28 - $154.74 $87.3 Million - $99.1 Million
640,658 Added 19033.21%
644,024 $992 Million
Q3 2024

Nov 12, 2024

SELL
$143.3 - $157.24 $71.2 Million - $78.1 Million
-496,634 Reduced 99.33%
3,366 $518 Million
Q2 2024

Aug 06, 2024

BUY
$138.43 - $147.09 $68.2 Million - $72.5 Million
492,683 Added 6733.4%
500,000 $378 Million
Q1 2024

Apr 22, 2024

BUY
$138.48 - $147.86 $363,648 - $388,280
2,626 Added 55.98%
7,317 $1.08 Billion
Q4 2023

Jan 18, 2024

SELL
$123.14 - $136.38 $697,464 - $772,456
-5,664 Reduced 54.7%
4,691 $640 Million
Q3 2023

Nov 07, 2023

BUY
$128.74 - $136.24 $517,406 - $547,548
4,019 Added 63.43%
10,355 $1.33 Billion
Q2 2023

Sep 06, 2023

SELL
$126.74 - $135.66 $63,243 - $67,694
-499 Reduced 7.3%
6,336 $841 Million
Q1 2023

Sep 06, 2023

BUY
$124.15 - $135.82 $848,565 - $928,329
6,835 New
6,835 $885 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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