BA
Bellwether Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4K | Sell |
211
-115,406
| -100% | -$15.6M | ﹤0.01% | 259 |
|
|
2025
Q1 | $16.9M | Buy |
115,617
+115,551
| +175,077% | +$16.9M | 3.53% | 4 |
|
|
2024
Q4 | $9.08K | Buy |
+66
| New | +$9.08K | ﹤0.01% | 344 |
|
|
2023
Q3 | – | Sell |
-434,910
| Closed | -$57.7M | – | 126 |
|
|
2023
Q2 | $57.7M | Sell |
434,910
-18,129
| -4% | -$2.41M | 16.98% | 1 |
|
|
2023
Q1 | $58.7M | Buy |
453,039
+92,036
| +25% | +$11.9M | 16.06% | 1 |
|
|
2022
Q4 | $49M | Buy |
361,003
+197,384
| +121% | +$26.8M | 14.24% | 1 |
|
|
2022
Q3 | $19.8M | Sell |
163,619
-20,819
| -11% | -$2.52M | 6.54% | 4 |
|
|
2022
Q2 | $23.7M | Buy |
184,438
+49,106
| +36% | +$6.3M | 7.61% | 3 |
|
|
2022
Q1 | $18.5M | Buy |
+135,332
| New | +$18.5M | 5.52% | 3 |
|
|
2021
Q4 | – | Sell |
-114,466
| Closed | -$14.6M | – | 630 |
|
|
2021
Q3 | $14.6M | Buy |
+114,466
| New | +$14.6M | 4.85% | 3 |
|