Farther Finance 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	$48.3M	Buy	326,935 +68,269	+26%	+$10.5M	0.46%	36
2025 Q4	$40M	Buy	258,666 +52,457	+25%	+$7.86M	0.43%	45
2025 Q3	$28.7M	Buy	206,209 +178,431	+642%	+$24.1M	0.43%	46
2025 Q2	$3.74M	Sell	27,778 -6,370	-19%	-$860K	0.07%	230
2025 Q1	$4.89M	Buy	34,148 +917	+3%	+$133K	0.12%	153
2024 Q4	$4.57M	Buy	33,231 +4,169	+14%	+$610K	0.17%	113
2024 Q3	$4.48M	Buy	29,062 +22,674	+355%	+$3.44M	0.17%	108
2024 Q2	$926K	Buy	6,388 +2,443	+62%	+$350K	0.04%	321
2024 Q1	$578K	Buy	3,945 +229	+6%	+$32.9K	0.04%	361
2023 Q4	$507K	Buy	3,716 +1,454	+64%	+$189K	0.04%	347
2023 Q3	$291K	Buy	2,262 +1,387	+159%	+$184K	0.05%	300
2023 Q2	$116K	Sell	875 -65	-7%	-$8.57K	0.03%	415
2023 Q1	$122K	Buy	940 +270	+40%	+$35.3K	0.04%	354
2022 Q4	$91K	Buy	+670	New	+$88.8K	0.04%	342