Means Investment Company’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	$23.7M	Buy	161,513 +3,356	+2%	+$518K	2.07%	12
2025 Q4	$24.5M	Sell	158,157 -7,338	-4%	-$1.1M	2.06%	12
2025 Q3	$23M	Buy	165,495 +22,943	+16%	+$3.1M	1.99%	12
2025 Q2	$19.2M	Buy	142,552 +35,371	+33%	+$4.78M	1.82%	15
2025 Q1	$15.6M	Buy	107,181 +59,563	+125%	+$8.65M	1.66%	15
2024 Q4	$6.55M	Buy	47,618 +7,314	+18%	+$1.07M	0.68%	29
2024 Q3	$6.21M	Buy	40,304 +6,947	+21%	+$1.05M	0.69%	27
2024 Q2	$4.86M	Buy	33,357 +11,644	+54%	+$1.67M	0.58%	30
2024 Q1	$3.21M	Buy	21,713 +7,877	+57%	+$1.13M	0.41%	41
2023 Q4	$1.89M	Sell	13,836 -1,416	-9%	-$184K	0.27%	61
2023 Q3	$1.96M	Sell	15,252 -496	-3%	-$65.9K	0.32%	60
2023 Q2	$2.09M	Sell	15,748 -249	-2%	-$32.8K	0.33%	57
2023 Q1	$2.07M	Buy	15,997 +1,509	+10%	+$197K	0.36%	56
2022 Q4	$1.97M	Buy	14,488 +10,812	+294%	+$1.43M	0.39%	57
2022 Q3	$445K	Buy	3,676 +1,134	+45%	+$146K	0.1%	121
2022 Q2	$326K	Buy	2,542 +58	+2%	+$7.6K	0.07%	144
2022 Q1	$340K	Buy	2,484 +248	+11%	+$32.8K	0.06%	149
2021 Q4	$315K	Buy	2,236 +916	+69%	+$122K	0.06%	157
2021 Q3	$168K	Buy	+1,320	New	+$174K	0.03%	182