SFG Wealth Management, LLC. XLV Holdings History
SFG Wealth Management, LLC.'s Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held 77,514.00 shares of Health Care Select Sector SPDR(XLV), totaling $11.32 Mil. This investment constitutes 5.53% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.03% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2022Q4. And since then SFG Wealth Management, LLC. has made 10 purchases of XLV, at an average price of $134.88, for a total of 77,514.00 shares. Based on historical transaction data and XLV's current price of $135.76, SFG Wealth Management, LLC.'s estimated gain on his XLV holdings is $68,268.68, reflecting a 0.65% gain to date.
SFG Wealth Management, LLC. XLV ($135.76) Holding Chart
SFG Wealth Management, LLC. XLV ($135.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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