Valmark Advisers’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.3M | Sell |
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|
2025
Q2 | $16.5M | Buy |
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|
2025
Q1 | $16.5M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $13M | Buy |
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|
2024
Q2 | $11.3M | Buy |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $7.57M | Buy |
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|
2023
Q3 | $7.03M | Sell |
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|
2023
Q2 | $7.36M | Buy |
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|
2023
Q1 | $3.16M | Sell |
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|
2022
Q4 | $3.51M | Buy |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $4.36M | Buy |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $837K | Buy |
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|
2021
Q2 | $667K | Buy |
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|
2021
Q1 | $492K | Buy |
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|
2020
Q4 | $381K | Buy |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $359K | Buy |
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|
2019
Q3 | $316K | Buy |
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|
2019
Q2 | $286K | Buy |
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|
2019
Q1 | $276K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $202K | Buy |
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