CFG
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Cooper Financial Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
1,673
-1,344
-45% -$181K 0.03% 344
2025
Q1
$441K Buy
3,017
+210
+7% +$30.7K 0.06% 253
2024
Q4
$386K Buy
2,807
+16
+0.6% +$2.2K 0.05% 267
2024
Q3
$430K Sell
2,791
-111
-4% -$17.1K 0.06% 263
2024
Q2
$423K Buy
+2,902
New +$423K 0.06% 243