Trademark Financial Management, LLC Select Sector Spdr Fund Health Transaction History

Trademark Financial Management, LLC

  • $131 Billion
  • Q1 2025

A detailed history of Trademark Financial Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,615 shares of XLV stock, worth $507,799. This represents 0.4% of its overall portfolio holdings.

Number of Shares
3,615
Holding current value
$507,799
% of portfolio
0.4%

Shares

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

Apr 25, 2025
BUY
$137.61 - $149.68 $497,460 - $541,093
3,615 New
3,615 $528 Million
Q3 2024

Oct 31, 2024
SELL
$143.3 - $157.24 $129,399 - $141,987
-903 Reduced 16.53%
4,561 $702 Million
Q2 2024

Jul 30, 2024
SELL
$138.43 - $147.09 $7,198 - $7,648
-52 Reduced 0.94%
5,464 $796 Million
Q1 2024

May 07, 2024
BUY
$138.48 - $147.86 $763,855 - $815,595
5,516 New
5,516 $815 Million

Others Institutions Holding XLV

# of Institutions
2,021
Shares Held
201M
Call Options Held
9.84M
Put Options Held
18.8M
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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