SageView Advisory Group’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
2025 Q4	$228K	Sell	1,475 -301	-17%	-$45.1K	0.01%	551
2025 Q3	$247K	Sell	1,776 -181	-9%	-$24.5K	0.01%	569
2025 Q2	$265K	Sell	1,957 -198	-9%	-$26.7K	0.01%	531
2025 Q1	$315K	Sell	2,155 -766	-26%	-$111K	0.01%	461
2024 Q4	$402K	Buy	2,921 +109	+4%	+$16K	0.02%	381
2024 Q3	$433K	Sell	2,812 -1,159	-29%	-$176K	0.02%	322
2024 Q2	$579K	Buy	+3,971	New	+$570K	0.03%	312
2024 Q1	–	Sell	-11,244	Closed	-$1.58M	–	887
2023 Q4	$1.58M	Sell	11,244 -24,629	-69%	-$3.2M	0.07%	183
2023 Q3	$4.62M	Buy	35,873 +2,999	+9%	+$398K	0.26%	53
2023 Q2	$4.36M	Buy	32,874 +5,281	+19%	+$696K	0.24%	59
2023 Q1	$3.57M	Sell	27,593 -15,108	-35%	-$1.97M	0.23%	69
2022 Q4	$5.8M	Buy	+42,701	New	+$5.66M	0.47%	49