Smartleaf Asset Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Sell
933
-295
-24% -$39.5K 0.01% 780
2025
Q1
$177K Buy
1,228
+300
+32% +$43.4K 0.02% 609
2024
Q4
$127K Buy
928
+300
+48% +$41.2K 0.01% 727
2024
Q3
$96.1K Buy
628
+39
+7% +$5.97K 0.01% 718
2024
Q2
$85.9K Sell
589
-5,629
-91% -$821K 0.01% 618
2024
Q1
$918K Buy
6,218
+677
+12% +$100K 0.18% 136
2023
Q4
$755K Buy
+5,541
New +$755K 0.2% 114