Silvercrest Asset Management’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 | $238K | Sell |
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|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $320K | Buy |
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|
2024
Q3 | $291K | Hold |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $208K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $251K | Sell |
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|
2018
Q3 | $279K | Sell |
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|
2018
Q2 | $495K | Buy |
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|
2018
Q1 | $379K | Sell |
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|
2017
Q4 | $622K | Buy |
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|
2017
Q3 | $585K | Buy |
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|
2017
Q2 | $519K | Hold |
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|
2017
Q1 | $488K | Sell |
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|
2016
Q4 | $507K | Hold |
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|
2016
Q3 | $530K | Hold |
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|
2016
Q2 | $527K | Hold |
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|
2016
Q1 | $499K | Buy |
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|
2015
Q4 | $504K | Hold |
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|
2015
Q3 | $464K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $249K | Buy |
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