SageView Advisory Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $247K | Sell |
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|
2025
Q2 | $265K | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $4.62M | Buy |
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|
2023
Q2 | $4.36M | Buy |
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|
2023
Q1 | $3.57M | Sell |
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|
2022
Q4 | $5.8M | Buy |
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