Congress Wealth Management’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 Q2	$72.2M	Buy	535,405 +39,001	+8%	+$5.27M	0.7%	21
2025 Q1	$72.5M	Buy	496,404 +154,772	+45%	+$22.5M	0.87%	14
2024 Q4	$47M	Sell	341,632 -324,803	-49%	-$47.5M	0.65%	31
2024 Q3	$103M	Sell	666,435 -19,208	-3%	-$2.91M	1.37%	8
2024 Q2	$99.9M	Sell	685,643 -46	-0%	-$6.6K	1.59%	9
2024 Q1	$101M	Buy	685,689 +245,066	+56%	+$35.2M	1.75%	6
2023 Q4	$60.1M	Sell	440,623 -10,324	-2%	-$1.34M	1.1%	16
2023 Q3	$58.1M	Sell	450,947 -130,768	-22%	-$17.4M	1.2%	14
2023 Q2	$77.2M	Sell	581,715 -171,502	-23%	-$22.6M	1.79%	9
2023 Q1	$97.5M	Buy	753,217 +34,610	+5%	+$4.52M	2.35%	5
2022 Q4	$97.6M	Sell	718,607 -145,651	-17%	-$19.3M	2.51%	4
2022 Q3	$105M	Sell	864,258 -1,431	-0.2%	-$184K	2.82%	3
2022 Q2	$111M	Buy	865,689 +378,022	+78%	+$49.5M	2.84%	3
2022 Q1	$66.8M	Buy	487,667 +280,406	+135%	+$37.1M	1.46%	11
2021 Q4	$29.2M	Buy	+207,261	New	+$27.5M	0.58%	40