Sage Mountain Advisors’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	$129K	Sell	880 -645	-42%	-$99.5K	0.01%	216
2025 Q4	$236K	Sell	1,525 -221	-13%	-$33.1K	0.01%	445
2025 Q3	$243K	Sell	1,746 -341	-16%	-$46.1K	0.01%	420
2025 Q2	$281K	Buy	2,087 +1,364	+189%	+$184K	0.02%	346
2025 Q1	$106K	Hold	723	–	–	0.01%	411
2024 Q4	$99.5K	Hold	723	–	–	0.01%	414
2024 Q3	$111K	Hold	723	–	–	0.01%	416
2024 Q2	$105K	Buy	723 +385	+114%	+$55.2K	0.01%	366
2024 Q1	$49.9K	Buy	338 +89	+36%	+$12.8K	0.01%	365
2023 Q4	$34K	Hold	249	–	–	﹤0.01%	315
2023 Q3	$32.1K	Hold	249	–	–	﹤0.01%	315
2023 Q2	$33K	Hold	249	–	–	﹤0.01%	310
2023 Q1	$32.2K	Buy	249 +47	+23%	+$6.14K	0.01%	294
2022 Q4	$27.4K	Hold	202	–	–	0.01%	251
2022 Q3	$24K	Hold	202	–	–	0.01%	330
2022 Q2	$26K	Hold	202	–	–	﹤0.01%	564
2022 Q1	$28K	Hold	202	–	–	﹤0.01%	573
2021 Q4	$28K	Hold	202	–	–	﹤0.01%	638
2021 Q3	$26K	Sell	202 -381	-65%	-$50.4K	﹤0.01%	544
2021 Q2	$73K	Hold	583	–	–	0.01%	463
2021 Q1	$68K	Buy	583 +345	+145%	+$39.8K	0.01%	393
2020 Q4	$27K	Buy	+238	New	+$26K	0.01%	243