Montag & Caldwell’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Hold |
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|
2025
Q1 | $580K | Sell |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $621K | Sell |
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|
2024
Q2 | $592K | Sell |
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|
2024
Q1 | $896K | Buy |
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|
2023
Q4 | $699K | Buy |
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|
2023
Q3 | $625K | Buy |
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|
2023
Q2 | $617K | Buy |
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|
2023
Q1 | $582K | Hold |
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|
2022
Q4 | $611K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $346K | Sell |
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|
2020
Q1 | $399K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $356K | Hold |
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|
2018
Q4 | $336K | Buy |
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|
2018
Q3 | $307K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $396K | Buy |
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|
2015
Q1 | $307K | Sell |
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|
2014
Q4 | $573K | Buy |
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|
2014
Q3 | $369K | Buy |
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|
2014
Q2 | $221K | Sell |
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|
2014
Q1 | $275K | Buy |
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