Strategic Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$161K	Sell	1,097 -8	-0.7%	-$1.23K	0.01%	328
2025 Q4	$171K	Sell	1,105 -136	-11%	-$20.4K	0.01%	329
2025 Q3	$173K	Sell	1,241 -1,992	-62%	-$270K	0.01%	350
2025 Q2	$436K	Buy	+3,233	New	+$437K	0.03%	227
2024 Q4	$786K	Buy	5,366 +3,898	+266%	+$570K	0.07%	166
2024 Q3	$226K	Sell	1,468 -122	-8%	-$18.5K	0.02%	279
2024 Q2	$232K	Sell	1,590 -161	-9%	-$23.1K	0.02%	269
2024 Q1	$259K	Buy	1,751 +275	+19%	+$39.5K	0.03%	246
2023 Q4	$201K	Buy	+1,476	New	+$192K	0.02%	269
2023 Q1	–	Sell	-1,669	Closed	-$227K	–	283
2022 Q4	$227K	Sell	1,669 -1,894	-53%	-$251K	0.04%	237
2022 Q3	$432K	Buy	+3,563	New	+$459K	0.09%	186
2019 Q4	–	Sell	-300	Closed	-$26	–	524
2019 Q3	$26	Sell	300 -138	-32%	-$12.6K	﹤0.01%	355
2019 Q2	$40K	Sell	438 -135	-24%	-$12.1K	0.02%	248
2019 Q1	$52K	Buy	573 +209	+57%	+$18.8K	0.02%	235
2018 Q4	$32K	Buy	364 +15	+4%	+$1.36K	0.02%	278
2018 Q3	$33K	Buy	349 +11	+3%	+$994	0.02%	271
2018 Q2	$28K	Sell	338 -24	-7%	-$1.99K	0.02%	325
2018 Q1	$29K	Buy	362 +26	+8%	+$2.21K	0.02%	306
2017 Q4	$28K	Buy	+336	New	+$27.7K	0.02%	279