FTWA
Fifth Third Wealth Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
3,635
-100
| -3% | -$13.5K | 0.02% | 368 |
|
|
2025
Q1 | $545K | Buy |
3,735
+903
| +32% | +$132K | 0.03% | 315 |
|
|
2024
Q4 | $390K | Buy |
2,832
+270
| +11% | +$37.1K | 0.02% | 401 |
|
|
2024
Q3 | $395K | Buy |
2,562
+70
| +3% | +$10.8K | 0.02% | 373 |
|
|
2024
Q2 | $363K | Buy |
2,492
+273
| +12% | +$39.8K | 0.03% | 363 |
|
|
2024
Q1 | $328K | Sell |
2,219
-46
| -2% | -$6.8K | 0.05% | 183 |
|
|
2023
Q4 | $309K | Hold |
2,265
| – | – | 0.1% | 145 |
|
|
2023
Q3 | $292K | Buy |
2,265
+50
| +2% | +$6.44K | 0.12% | 141 |
|
|
2023
Q2 | $294K | Buy |
2,215
+220
| +11% | +$29.2K | 0.19% | 116 |
|
|
2023
Q1 | $258K | Buy |
+1,995
| New | +$258K | 0.48% | 68 |
|