Wealth Plan Partners, LLC Select Sector Spdr Fund Health Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 15,919 shares of XLV stock, worth $2.37 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

15,919

Previous 15,778 0.89%

Holding current value

$2.37 Million

Previous $2.43 Billion 9.88%

% of portfolio

0.31%

Previous 0.33%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$136.28 - $154.74 $19,215 - $21,818	141 Added 0.89%	15,919 $2.19 Billion
Q3 2024 Nov 05, 2024	BUY	$143.3 - $157.24 $67,924 - $74,531	474 Added 3.1%	15,778 $2.43 Billion
Q2 2024 Aug 09, 2024	BUY	$138.43 - $147.09 $259,002 - $275,205	1,871 Added 13.93%	15,304 $2.23 Billion
Q1 2024 May 07, 2024	SELL	$138.48 - $147.86 $18,694 - $19,961	-135 Reduced 0.99%	13,433 $1.98 Billion
Q4 2023 Jan 05, 2024	BUY	$123.14 - $136.38 $146,413 - $162,155	1,189 Added 9.6%	13,568 $1.85 Billion
Q3 2023 Nov 01, 2023	BUY	$128.74 - $136.24 $106,210 - $112,398	825 Added 7.14%	12,379 $1.59 Billion
Q2 2023 Jul 31, 2023	BUY	$126.74 - $135.66 $34,473 - $36,899	272 Added 2.41%	11,554 $1.53 Billion
Q1 2023 May 10, 2023	SELL	$124.15 - $135.82 $55,867 - $61,119	-450 Reduced 3.84%	11,282 $1.46 Billion
Q4 2022 Feb 16, 2023	BUY	$121.85 - $140.1 $1.1 Million - $1.26 Million	9,016 Added 331.96%	11,732 $1.56 Billion
Q1 2022 May 03, 2022	SELL	$126.55 - $139.44 $1.09 Million - $1.2 Million	-8,606 Reduced 76.01%	2,716 $354,000
Q4 2021 Feb 01, 2022	SELL	$125.34 - $141.49 $245,791 - $277,461	-1,961 Reduced 14.76%	11,322 $1.49 Million
Q3 2021 Dec 09, 2021	SELL	$127.07 - $136.85 $3.78 Million - $4.07 Million	-29,712 Reduced 69.11%	13,283 $0
Q2 2021 Aug 19, 2021	BUY	$116.39 - $126.03 $52,841 - $57,217	454 Added 1.07%	42,995 $5.67 Million
Q1 2021 May 11, 2021	SELL	$110.8 - $118.5 $32,242 - $34,483	-291 Reduced 0.68%	42,541 $5.23 Million
Q4 2020 Feb 09, 2021	BUY	$101.66 - $113.44 $9,149 - $10,209	90 Added 0.21%	42,832 $4.95 Million
Q3 2020 Dec 18, 2020	SELL	$100.71 - $109.44 $1 Million - $1.09 Million	-9,938 Reduced 18.86%	42,742 $4.73 Million
Q2 2020 Aug 19, 2020	SELL	$85.21 - $103.92 $74,814 - $91,241	-878 Reduced 1.64%	52,680 $5.64 Million
Q1 2020 May 15, 2020	BUY	$74.62 - $104.73 $4 Million - $5.61 Million	53,558 New	53,558 $5.33 Million

Others Institutions Holding XLV

# of Institutions

1,979

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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Wealth Plan Partners, LLC Select Sector Spdr Fund Health Transaction History