Chicago Partners Investment Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $853K | Buy |
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|
2025
Q2 | $705K | Buy |
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|
2025
Q1 | $693K | Buy |
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|
2024
Q4 | $595K | Sell |
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|
2024
Q3 | $639K | Buy |
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|
2024
Q2 | $637K | Buy |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $587K | Buy |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $450K | Buy |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $305K | Sell |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $308K | Sell |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $251K | Sell |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $298K | Buy |
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|
2019
Q3 | $252K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $31K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $518K | Buy |
|