SAI
Savvy Advisors Inc’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
1,731
-1,234
| -42% | -$166K | 0.02% | 551 |
|
|
2025
Q1 | $433K | Buy |
2,965
+187
| +7% | +$27.3K | 0.04% | 314 |
|
|
2024
Q4 | $382K | Sell |
2,778
-162
| -6% | -$22.3K | 0.05% | 291 |
|
|
2024
Q3 | $453K | Sell |
2,940
-35
| -1% | -$5.39K | 0.09% | 193 |
|
|
2024
Q2 | $434K | Buy |
2,975
+140
| +5% | +$20.4K | 0.14% | 163 |
|
|
2024
Q1 | $419K | Buy |
+2,835
| New | +$419K | 0.24% | 114 |
|