Cladis Investment Advisory’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
$900K Sell
2025
Q2
$990K Sell
2025
Q1
$1.09M Buy
2024
Q4
$990K Buy
2024
Q3
$879K Buy
2024
Q2
$701K Buy
2024
Q1
$681K Buy
2023
Q4
$543K Buy
2023
Q3
$384K Buy
2023
Q2
$341K Buy
2023
Q1
$227K Buy