Fiduciary Financial Group’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
$225K Buy
1,647
+27
+2% +$3.69K 0.04% 274
2025
Q1
$219K Buy
1,620
+1
+0.1% +$135 0.05% 262
2024
Q4
$226K Buy
1,619
+254
+19% +$35.5K 0.05% 248
2024
Q3
$207K Buy
1,365
+2
+0.1% +$303 0.05% 250
2024
Q2
$204K Buy
+1,363
New +$204K 0.05% 248