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 4,561 shares of XLV stock, worth $629,418. This represents 0.56% of its overall portfolio holdings.

Number of Shares
4,561
Previous 5,464 16.53%
Holding current value
$629,418
Previous $796 Million 11.79%
% of portfolio
0.56%
Previous 0.65%

Shares

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

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.