Mather Group’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
Q3 | $197K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $198K | Hold |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $609K | Buy |
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|
2024
Q1 | $177K | Sell |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $437K | Sell |
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|
2023
Q2 | $754K | Buy |
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|
2023
Q1 | $680K | Sell |
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|
2022
Q4 | $726K | Buy |
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|
2022
Q3 | $646K | Sell |
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|
2022
Q2 | $696K | Sell |
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|
2022
Q1 | $797K | Buy |
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|
2021
Q4 | $787K | Hold |
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|
2021
Q3 | $711K | Hold |
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|
2021
Q2 | $704K | Hold |
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|
2021
Q1 | $652K | Buy |
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|
2020
Q4 | $610K | Buy |
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|
2020
Q3 | $251K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $8.99M | Buy |
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|
2013
Q4 | $8.31M | Buy |
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|
2013
Q3 | $7.35M | Buy |
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|
2013
Q2 | $5.85M | Buy |
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