Total Wealth Planning & Management, Inc. Select Sector Spdr Fund Health Transaction History

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025

A detailed history of Total Wealth Planning & Management, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 4,332 shares of XLV stock, worth $598,032. This represents 0.6% of its overall portfolio holdings.

Number of Shares
4,332
Previous 2,544 70.28%
Holding current value
$598,032
Previous $350 Million 80.73%
% of portfolio
0.6%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$137.61 - $149.68 $246,046 - $267,627
1,788 Added 70.28%
4,332 $633 Million
Q4 2024

Feb 28, 2025
BUY
$136.28 - $154.74 $346,696 - $393,658
2,544 New
2,544 $350 Million

Others Institutions Holding XLV

# of Institutions
1,995
Shares Held
203M
Call Options Held
13.1M
Put Options Held
19.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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