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Root Financial Partners’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Root Financial Partners’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,528
Closed -$223K – 268
2025
Q1 		$223K Sell
1,528
-34
-2% -$4.96K 0.02% 192
2024
Q4 		$215K Buy
+1,562
New +$215K 0.03% 199