NorthRock Partners’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
$2.98M Buy
2025
Q2
$567K Sell
2025
Q1
$671K Buy
2024
Q4
$603K Sell
2024
Q3
$965K Sell
2024
Q2
$1.31M Sell
2024
Q1
$2.49M Sell
2023
Q4
$2.55M Buy
2023
Q3
$224K Sell
2023
Q2
$238K Buy
2022
Q3
Sell
2022
Q2
$222K Sell
2022
Q1
$354K Buy
2021
Q4
$237K Buy
2017
Q3
Sell
2017
Q2
$359K Sell
2017
Q1
$1.08M Sell
2016
Q4
$2.79M Buy