Safe Harbor Fiduciary’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Sell
2,945
-134
-4% -$18.1K 0.37% 62
2025
Q1
$450K Buy
3,079
+8
+0.3% +$1.17K 0.46% 49
2024
Q4
$422K Sell
3,071
-44
-1% -$6.05K 0.43% 49
2024
Q3
$480K Buy
+3,115
New +$480K 0.45% 45