Hilltop Wealth Advisors’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 | $11.5M | Buy |
85,053
+5,723
| +7% | +$771K | 6.44% | 5 |
|
|
2025
Q1 | $11.6M | Buy |
79,330
+4,458
| +6% | +$651K | 6.54% | 5 |
|
|
2024
Q4 | $10.3M | Buy |
74,872
+1,659
| +2% | +$228K | 5.21% | 6 |
|
|
2024
Q3 | $11.3M | Buy |
73,213
+58
| +0.1% | +$8.93K | 5.26% | 7 |
|
|
2024
Q2 | $10.7M | Sell |
73,155
-276
| -0.4% | -$40.2K | 5.35% | 7 |
|
|
2024
Q1 | $10.8M | Sell |
73,431
-1,136
| -2% | -$168K | 5.55% | 8 |
|
|
2023
Q4 | $10.2M | Sell |
74,567
-77,326
| -51% | -$10.5M | 5.8% | 7 |
|
|
2023
Q3 | $19.6M | Sell |
151,893
-34
| -0% | -$4.38K | 15.13% | 2 |
|
|
2023
Q2 | $20.2M | Sell |
151,927
-10,428
| -6% | -$1.38M | 14.87% | 2 |
|
|
2023
Q1 | $21M | Buy |
162,355
+8,590
| +6% | +$1.11M | 16.91% | 2 |
|
|
2022
Q4 | $20.9M | Buy |
+153,765
| New | +$20.9M | 17.72% | 1 |
|