Coldstream Capital Management’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
Q2
$396K Buy
2025
Q1
$424K Sell
2024
Q4
$420K Sell
2024
Q3
$661K Buy
2024
Q2
$584K Sell
2024
Q1
$891K Buy
2023
Q4
$410K Buy
2023
Q3
$271K Buy
2023
Q2
$249K Buy
2023
Q1
$213K Buy
2022
Q4
$207K Buy
2022
Q2
$205K Buy
2022
Q1
Sell
2021
Q4
$229K Buy
2016
Q3
Sell
2016
Q2
$6.77M Buy
2016
Q1
$6.32M Buy