TWM
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Tolleson Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Tolleson Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$312K Hold
2,311
– – 0.05% 73
2025
Q1 		$337K Hold
2,311
– – 0.07% 69
2024
Q4 		$318K Buy
+2,311
New +$318K 0.07% 81