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Claris Financial’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Claris Financial’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$201K Sell
1,494
-392
-21% -$52.8K 0.15% 134
2025
Q1 		$259K Hold
1,886
– – 0.17% 131
2024
Q4 		$259K Buy
+1,886
New +$259K 0.17% 131