1 North Wealth Services’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.5M Buy
+18,560
New +$2.5M 0.99% 31
2019
Q4
$2.4M Buy
23,555
+415
+2% +$42.3K 1.48% 21
2019
Q3
$2.09M Buy
+23,140
New +$2.09M 1.39% 22
2019
Q1
$2.09M Buy
22,741
+1,411
+7% +$129K 1.47% 23
2018
Q4
$1.85M Buy
+21,330
New +$1.85M 1.54% 22