Stonebridge Financial Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-178,081	Closed	-$26M	–	966
2025 Q1	$26M	Buy	178,081 +167,700	+1,615%	+$24.5M	2.77%	7
2024 Q4	$1.43M	Buy	+10,381	New	+$1.43M	0.16%	98