Hamilton Point Investment 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	$165K	Hold	1,128	–	–	0.03%	141
2025 Q4	$175K	Hold	1,128	–	–	0.03%	141
2025 Q3	$157K	Hold	1,128	–	–	0.02%	133
2025 Q2	$152K	Hold	1,128	–	–	0.03%	130
2025 Q1	$165K	Sell	1,128 -72	-6%	-$10.5K	0.03%	124
2024 Q4	$165K	Buy	1,200 +72	+6%	+$10.5K	0.03%	126
2024 Q3	$174K	Hold	1,128	–	–	0.03%	123
2024 Q2	$164K	Hold	1,128	–	–	0.03%	118
2024 Q1	$167K	Hold	1,128	–	–	0.03%	120
2023 Q4	$154K	Hold	1,128	–	–	0.03%	124
2023 Q3	$145K	Hold	1,128	–	–	0.04%	116
2023 Q2	$150K	Hold	1,128	–	–	0.04%	122
2023 Q1	$146K	Buy	+1,128	New	+$147K	0.04%	118