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

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 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 2,774 shares of XLV stock, worth $394,934. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,774
Previous 4,332 35.96%
Holding current value
$394,934
Previous $633 Million 40.89%
% of portfolio
0.3%
Previous 0.6%

Shares

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

Jul 24, 2025
SELL
$128.77 - $144.3 $200,623 - $224,819
-1,558 Reduced 35.96%
2,774 $374 Million
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
1,967
Shares Held
198M
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
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