Ritter Daniher Financial Advisory’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
$227K Buy
1,546
+5
+0.3% +$771 0.04% 152
2025
Q4
$239K Buy
1,541
+1,432
+1,314% +$214K 0.04% 152
2025
Q3
$15.2K Hold
109
﹤0.01% 294
2025
Q2
$14.7K Hold
109
﹤0.01% 243
2025
Q1
$15.9K Hold
109
﹤0.01% 229
2024
Q4
$15K Hold
109
﹤0.01% 225
2024
Q3
$16.8K Hold
109
﹤0.01% 214
2024
Q2
$15.9K Hold
109
0.01% 208
2024
Q1
$16.1K Hold
109
0.01% 203
2023
Q4
$14.9K Hold
109
0.01% 209
2023
Q3
$14K Hold
109
0.01% 209
2023
Q2
$14.5K Hold
109
0.01% 194
2023
Q1
$14.1K Hold
109
0.01% 191
2022
Q4
$14.8K Hold
109
0.01% 193
2022
Q3
$13K Hold
109
0.01% 165
2022
Q2
$14K Hold
109
0.01% 152
2022
Q1
$15K Hold
109
0.01% 154
2021
Q4
$15K Hold
109
0.01% 145
2021
Q3
$14K Hold
109
0.01% 146
2021
Q2
$14K Hold
109
0.01% 143
2021
Q1
$13K Hold
109
0.01% 137
2020
Q4
$12K Buy
+109
New +$11.9K 0.01% 133

Other funds holding XLV