Blue Trust Inc’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	$286K	Sell	1,948 -535	-22%	-$82.5K	﹤0.01%	666
2025 Q4	$384K	Buy	2,483 +123	+5%	+$18.4K	﹤0.01%	573
2025 Q3	$328K	Buy	2,360 +231	+11%	+$31.3K	﹤0.01%	629
2025 Q2	$287K	Buy	2,129 +1,155	+119%	+$156K	﹤0.01%	647
2025 Q1	$142K	Buy	974 +249	+34%	+$36.2K	﹤0.01%	846
2024 Q4	$99.8K	Sell	725 -898	-55%	-$131K	﹤0.01%	942
2024 Q3	$237K	Buy	1,623 +685	+73%	+$104K	﹤0.01%	784
2024 Q2	$139K	Buy	938 +136	+17%	+$19.5K	﹤0.01%	837
2024 Q1	$119K	Buy	802 +394	+97%	+$56.5K	﹤0.01%	662
2023 Q4	$52K	Hold	408	–	–	﹤0.01%	924
2023 Q3	$55K	Sell	408 -864	-68%	-$115K	﹤0.01%	819
2023 Q2	$165K	Sell	1,272 -735	-37%	-$96.9K	﹤0.01%	395
2023 Q1	$273K	Sell	2,007 -2,153	-52%	-$281K	﹤0.01%	440
2022 Q4	$504K	Buy	4,160 +2,006	+93%	+$266K	0.01%	254
2022 Q3	$276K	Buy	2,154 +636	+42%	+$81.9K	﹤0.01%	288
2022 Q2	$208K	Buy	+1,518	New	+$199K	﹤0.01%	316