Fiduciary Planning’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Fiduciary Planning’s Portfolio XLV Stock Details XLV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$222K	Sell
2025 Q2	$286K	Sell
2025 Q1	$387K	Sell
2024 Q4	$764K	Sell
2024 Q3	$1.39M	Buy
2024 Q2	$1.25M	Sell
2024 Q1	$1.38M	Buy
2023 Q4	$1.17M	Buy
2023 Q3	$315K	Buy