Farther Finance Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
27,778
-6,370
| -19% | -$859K | 0.07% | 229 |
|
|
2025
Q1 | $4.89M | Buy |
34,148
+917
| +3% | +$131K | 0.12% | 152 |
|
|
2024
Q4 | $4.57M | Buy |
33,231
+4,169
| +14% | +$574K | 0.17% | 113 |
|
|
2024
Q3 | $4.48M | Buy |
29,062
+22,674
| +355% | +$3.49M | 0.17% | 108 |
|
|
2024
Q2 | $926K | Buy |
6,388
+2,443
| +62% | +$354K | 0.04% | 321 |
|
|
2024
Q1 | $578K | Buy |
3,945
+229
| +6% | +$33.5K | 0.04% | 361 |
|
|
2023
Q4 | $507K | Buy |
3,716
+1,454
| +64% | +$198K | 0.04% | 347 |
|
|
2023
Q3 | $291K | Buy |
2,262
+1,387
| +159% | +$179K | 0.05% | 300 |
|
|
2023
Q2 | $116K | Sell |
875
-65
| -7% | -$8.63K | 0.03% | 415 |
|
|
2023
Q1 | $122K | Buy |
940
+270
| +40% | +$35K | 0.04% | 354 |
|
|
2022
Q4 | $91K | Buy |
+670
| New | +$91K | 0.04% | 342 |
|