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

Smith Asset Management’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$407K Buy
2,787
+422
+18% +$61.6K 0.38% 49
2024
Q4 		$325K Buy
+2,365
New +$325K 0.32% 53