Strategic Wealth Partners, Ltd. Select Sector Spdr Fund Health Transaction History

Strategic Wealth Partners, Ltd.

$1.14 Billion
Q2 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 3,233 shares of XLV stock, worth $460,282. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,233

Previous 5,366 39.75%

Holding current value

$460,282

Previous $738,000 41.06%

% of portfolio

0.04%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$128.77 - $144.3 $274,666 - $307,791	-2,133 Reduced 39.75%	3,233 $435,000
Q4 2024 Feb 14, 2025	BUY	$136.28 - $154.74 $531,219 - $603,176	3,898 Added 265.53%	5,366 $738,000
Q3 2024 Oct 08, 2024	SELL	$143.3 - $157.24 $17,482 - $19,183	-122 Reduced 7.67%	1,468 $226,000
Q2 2024 Oct 08, 2024	SELL	$138.43 - $147.09 $22,287 - $23,681	-161 Reduced 9.19%	1,590 $231,000
Q1 2024 May 20, 2024	BUY	$138.48 - $147.86 $38,082 - $40,661	275 Added 18.63%	1,751 $258,000
Q4 2023 May 20, 2024	BUY	$123.14 - $136.38 $181,754 - $201,296	1,476 New	1,476 $201,000
Q1 2023 Apr 24, 2023	SELL	$124.15 - $135.82 $207,206 - $226,683	-1,669 Closed	0 $0
Q4 2022 Apr 24, 2023	SELL	$121.85 - $140.1 $230,783 - $265,349	-1,894 Reduced 53.16%	1,669 $226,000
Q3 2022 Apr 24, 2023	BUY	$121.11 - $134.29 $431,514 - $478,475	3,563 New	3,563 $0
Q4 2019 Jan 30, 2020	SELL	$87.95 - $103.11 $26,385 - $30,933	-300 Closed	0 $0
Q3 2019 Oct 28, 2019	SELL	$89.33 - $92.0 $12,327 - $12,696	-138 Reduced 31.51%	300 $26,000
Q2 2019 Aug 06, 2019	SELL	N/A	-135 Reduced 23.56%	438 $40,000
Q1 2019 May 14, 2019	BUY	N/A	209 Added 57.42%	573 $52,000
Q4 2018 Jan 24, 2019	BUY	N/A	15 Added 4.3%	364 $0
Q3 2018 Dec 06, 2018	BUY	N/A	11 Added 3.25%	349 $33,000
Q2 2018 Sep 04, 2018	SELL	N/A	-24 Reduced 6.63%	338 $28,000
Q1 2018 Jul 13, 2018	BUY	N/A	362 New	362 $29,000

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

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Strategic Wealth Partners, Ltd. Select Sector Spdr Fund Health Transaction History