Fiduciary Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.88M | Buy |
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|
2025
Q2 | $4.53M | Buy |
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|
2025
Q1 | $4.71M | Buy |
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|
2024
Q4 | $4.26M | Buy |
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|
2024
Q3 | $4.37M | Buy |
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|
2024
Q2 | $3.8M | Buy |
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|
2024
Q1 | $3.65M | Buy |
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|
2023
Q4 | $3.21M | Buy |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $465K | Sell |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $513K | Sell |
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|
2022
Q3 | $551K | Sell |
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|
2022
Q2 | $569K | Buy |
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|
2022
Q1 | $509K | Buy |
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|
2021
Q4 | $543K | Sell |
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|
2021
Q3 | $514K | Buy |
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|
2021
Q2 | $508K | Buy |
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|
2021
Q1 | $347K | Hold |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $289K | Buy |
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|
2020
Q2 | $230K | Buy |
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