Vertex Planning Partners, LLC Select Sector Spdr Fund Health Transaction History

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,702 shares of XLV stock, worth $481,852. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,702
Previous 3,588 3.18%
Holding current value
$481,852
Previous $494 Million 9.51%
% of portfolio
0.12%
Previous 0.11%

Shares

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

May 14, 2025
BUY
$137.61 - $149.68 $15,687 - $17,063
114 Added 3.18%
3,702 $541 Million
Q3 2024

Nov 07, 2024
BUY
$143.3 - $157.24 $8,454 - $9,277
59 Added 1.67%
3,588 $553 Million
Q2 2024

Aug 13, 2024
SELL
$138.43 - $147.09 $16,057 - $17,062
-116 Reduced 3.18%
3,529 $514 Million
Q4 2023

Feb 14, 2024
BUY
$123.14 - $136.38 $48,394 - $53,597
393 Added 12.08%
3,645 $497 Million
Q1 2023

May 16, 2023
SELL
$124.15 - $135.82 $87,029 - $95,209
-701 Reduced 17.73%
3,252 $421 Million
Q4 2022

Feb 06, 2023
BUY
$121.85 - $140.1 $481,673 - $553,815
3,953 New
3,953 $537 Million

Others Institutions Holding XLV

# of Institutions
1,973
Shares Held
267M
Call Options Held
12.1M
Put Options Held
16.8M
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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