Ally Invest Advisors’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
$993K Buy
7,370
+156
+2% +$21K 0.08% 37
2025
Q1
$1.05M Sell
7,214
-419
-5% -$61.2K 0.09% 36
2024
Q4
$1.05M Buy
7,633
+869
+13% +$120K 0.09% 36
2024
Q3
$1.04M Sell
6,764
-1,269
-16% -$195K 0.09% 34
2024
Q2
$1.17M Buy
8,033
+1,021
+15% +$149K 0.11% 33
2024
Q1
$1.04M Buy
7,012
+1,451
+26% +$214K 0.1% 33
2023
Q4
$758K Buy
5,561
+677
+14% +$92.3K 0.08% 33
2023
Q3
$629K Buy
4,884
+1,381
+39% +$178K 0.07% 33
2023
Q2
$465K Buy
3,503
+556
+19% +$73.8K 0.05% 35
2023
Q1
$382K Buy
2,947
+831
+39% +$108K 0.05% 34
2022
Q4
$288K Buy
+2,116
New +$288K 0.04% 29