United Advisor 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
$392K Sell
2,905
-1,309
-31% -$176K 0.07% 269
2025
Q1
$615K Buy
4,214
+1,003
+31% +$146K 0.13% 161
2024
Q4
$442K Sell
3,211
-1,834
-36% -$252K 0.09% 219
2024
Q3
$777K Buy
+5,045
New +$777K 0.18% 129