Barnes Pettey Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$366K	Buy	2,496 +145	+6%	+$22.4K	0.16%	110
2025 Q4	$364K	Buy	2,351 +4	+0.2%	+$599	0.18%	99
2025 Q3	$327K	Buy	2,347 +735	+46%	+$99.5K	0.18%	98
2025 Q2	$217K	Buy	1,612 +53	+3%	+$7.16K	0.15%	104
2025 Q1	$228K	Sell	1,559 -143	-8%	-$20.8K	0.18%	92
2024 Q4	$234K	Buy	1,702 +3	+0.2%	+$439	0.18%	88
2024 Q3	$262K	Sell	1,699 -2	-0.1%	-$303	0.21%	80
2024 Q2	$248K	Buy	1,701 +10	+0.6%	+$1.43K	0.21%	78
2024 Q1	$250K	Sell	1,691 -2,919	-63%	-$419K	0.22%	79
2023 Q4	$629K	Buy	4,610 +413	+10%	+$53.7K	0.51%	43
2023 Q3	$540K	Buy	4,197 +54	+1%	+$7.17K	0.5%	50
2023 Q2	$550K	Buy	4,143 +264	+7%	+$34.8K	0.48%	51
2023 Q1	$502K	Buy	3,879 +95	+3%	+$12.4K	0.48%	51
2022 Q4	$514K	Buy	+3,784	New	+$501K	0.53%	47