Beta Wealth Group’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 Q1	–	Sell	-11,400	Closed	-$1.57M	–	122
2024 Q4	$1.57M	Buy	+11,400	New	+$1.57M	0.69%	35