Brown, Lisle/Cummings’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
2025
Q3
$267K Sell
2025
Q2
$516K Hold
2025
Q1
$559K Hold
2024
Q4
$527K Buy
2024
Q3
$543K Hold
2024
Q2
$514K Hold
2024
Q1
$521K Hold
2023
Q4
$481K Hold
2023
Q3
$454K Hold
2023
Q2
$468K Hold
2023
Q1
$457K Hold
2022
Q4
$479K Hold
2022
Q3
$427K Buy
2022
Q2
$354K Hold
2022
Q1
$378K Hold
2021
Q4
$389K Buy