Jones Financial Companies’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Buy |
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|
2025
Q1 | $16.4M | Buy |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $7.6M | Buy |
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|
2024
Q2 | $4.07M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $644K | Buy |
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|
2023
Q1 | $459K | Sell |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $142K | Hold |
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|
2021
Q3 | $128K | Sell |
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|
2021
Q2 | $128K | Sell |
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|
2021
Q1 | $138K | Buy |
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|
2020
Q4 | $102K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $405K | Buy |
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|
2019
Q2 | $382K | Sell |
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|
2019
Q1 | $493K | Sell |
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|
2018
Q4 | $759K | Buy |
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|
2018
Q3 | $639K | Buy |
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|
2018
Q2 | $488K | Sell |
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|
2018
Q1 | $481K | Sell |
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|
2017
Q4 | $661K | Buy |
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|
2017
Q3 | $204K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $798K | Buy |
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|
2016
Q3 | $411K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $641K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $383K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $8K | Buy |
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