Phillips Financial Management’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	$168K	Hold	1,147	–	–	0.01%	201
2025 Q4	$178K	Hold	1,147	–	–	0.01%	211
2025 Q3	$160K	Buy	1,147 +777	+210%	+$105K	0.01%	222
2025 Q2	$49.9K	Hold	370	–	–	﹤0.01%	221
2025 Q1	$54K	Hold	370	–	–	﹤0.01%	211
2024 Q4	$50.9K	Hold	370	–	–	﹤0.01%	209
2024 Q3	$57K	Hold	370	–	–	﹤0.01%	214
2024 Q2	$53.9K	Hold	370	–	–	﹤0.01%	213
2024 Q1	$54.7K	Hold	370	–	–	﹤0.01%	208
2023 Q4	$50.5K	Hold	370	–	–	﹤0.01%	194
2023 Q3	$47.6K	Hold	370	–	–	﹤0.01%	193
2023 Q2	$49.1K	Hold	370	–	–	﹤0.01%	189
2023 Q1	$47.9K	Hold	370	–	–	﹤0.01%	193
2022 Q4	$50.3K	Hold	370	–	–	0.01%	179
2022 Q3	$45K	Buy	+370	New	+$47.7K	0.01%	173