Wealth Enhancement Advisory Services’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
$17M Sell
115,890
-50,271
-30% -$7.75M 0.04% 444
2025
Q4
$26.3M Buy
166,161
+9,842
+6% +$1.47M 0.04% 405
2025
Q3
$22.5M Sell
156,319
-4,158
-3% -$563K 0.03% 424
2025
Q2
$21.7M Buy
160,477
+39,790
+33% +$5.37M 0.04% 402
2025
Q1
$17.6M Sell
120,687
-2,487
-2% -$361K 0.03% 434
2024
Q4
$16.9M Buy
123,174
+17,028
+16% +$2.49M 0.03% 408
2024
Q3
$16.3M Buy
106,146
+2,825
+3% +$428K 0.04% 391
2024
Q2
$15.1M Sell
103,321
-753
-0.7% -$108K 0.04% 389
2024
Q1
$15.4M Sell
104,074
-24,840
-19% -$3.56M 0.04% 377
2023
Q4
$17.6M Buy
128,914
+18,365
+17% +$2.39M 0.05% 328
2023
Q3
$14.2M Buy
110,549
+104,299
+1,669% +$13.8M 0.05% 335
2023
Q2
$830K Sell
6,250
-4,580
-42% -$604K 0.01% 288
2023
Q1
$1.4M Buy
10,830
+2,284
+27% +$298K 0.02% 266
2022
Q4
$1.13M Sell
8,546
-305
-3% -$40.4K 0.01% 209
2022
Q3
$1.08M Buy
8,851
+669
+8% +$86.2K 0.02% 229
2022
Q2
$1.07M Buy
8,182
+1,280
+19% +$168K 0.01% 244
2022
Q1
$945K Sell
6,902
-84
-1% -$11.1K 0.01% 239
2021
Q4
$914K Buy
6,986
+252
+4% +$33.5K 0.01% 225
2021
Q3
$892K Buy
6,734
+1,781
+36% +$235K 0.01% 224
2021
Q2
$635K Sell
4,953
-673
-12% -$82.5K 0.01% 221
2021
Q1
$657K Buy
5,626
+2,751
+96% +$318K 0.01% 217
2020
Q4
$336K Buy
+2,875
New +$314K 0.01% 202

Other funds holding XLV