Medallion Wealth Advisors, LLC’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
$415K Sell
2025
Q4
$976K Buy
2025
Q3
$802K Sell
2025
Q2
$829K Sell
2025
Q1
$902K Sell
2024
Q4
$1.16M Buy