Edgemoor Investment Advisors’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
2026 Q1	–	Sell	-1,600	Closed	-$248K	–	179
2025 Q4	$248K	Hold	1,600	–	–	0.02%	159
2025 Q3	$223K	Hold	1,600	–	–	0.02%	182
2025 Q2	$216K	Hold	1,600	–	–	0.02%	167
2025 Q1	$234K	Hold	1,600	–	–	0.02%	149
2024 Q4	$220K	Sell	1,600 -389	-20%	-$56.9K	0.02%	156
2024 Q3	$306K	Buy	1,989 +389	+24%	+$59K	0.03%	137
2024 Q2	$233K	Hold	1,600	–	–	0.02%	149
2024 Q1	$236K	Hold	1,600	–	–	0.02%	152
2023 Q4	$218K	Hold	1,600	–	–	0.02%	154
2023 Q3	$206K	Hold	1,600	–	–	0.02%	154
2023 Q2	$212K	Hold	1,600	–	–	0.02%	154
2023 Q1	$207K	Buy	+1,600	New	+$209K	0.03%	152