Advisors Capital Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$451K Buy
2025
Q2
$404K Sell
2025
Q1
$496K Sell
2024
Q4
$2.81M Buy
2024
Q3
$501K Sell
2024
Q2
$545K Buy
2024
Q1
$532K Buy
2023
Q4
$444K Hold
2023
Q3
$419K Buy
2022
Q2
Sell
2022
Q1
$254K Buy
2021
Q4
$252K Buy
2021
Q3
$225K Buy
2021
Q2
$222K Hold
2021
Q1
$205K Buy