Weatherly Asset Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Weatherly Asset Management’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.51M	Buy
2025 Q2	$2.3M	Sell
2025 Q1	$2.59M	Sell
2024 Q4	$2.46M	Hold
2024 Q3	$2.75M	Sell
2024 Q2	$2.62M	Hold
2024 Q1	$2.65M	Sell
2023 Q4	$2.46M	Sell
2023 Q3	$2.38M	Sell
2023 Q2	$2.54M	Sell
2023 Q1	$2.48M	Sell
2022 Q4	$2.73M	Sell
2022 Q3	$2.63M	Hold
2022 Q2	$2.78M	Sell
2022 Q1	$2.99M	Sell
2021 Q4	$3.14M	Hold
2021 Q3	$2.84M	Sell
2021 Q2	$2.86M	Sell
2021 Q1	$2.71M	Sell
2020 Q4	$2.65M	Hold
2020 Q3	$2.46M	Sell
2020 Q2	$2.37M	Sell
2020 Q1	$2.12M	Sell
2019 Q4	$2.44M	Sell
2019 Q3	$2.17M	Sell
2019 Q2	$2.44M	Hold
2019 Q1	$2.41M	Buy
2018 Q4	$2.19M	Sell
2018 Q3	$2.42M	Hold
2018 Q2	$2.12M	Sell
2018 Q1	$2.07M	Sell
2017 Q4	$2.16M	Buy
2017 Q3	$2.13M	Sell
2017 Q2	$2.09M	Sell
2017 Q1	$2.08M	Buy
2016 Q4	$1.91M	Sell
2016 Q3	$2M	Sell
2016 Q2	$1.99M	Sell
2016 Q1	$1.95M	Sell
2015 Q4	$2.08M	Sell
2015 Q3	$1.94M	Sell
2015 Q2	$2.2M	Sell
2015 Q1	$2.21M	Sell
2014 Q4	$2.11M	Sell
2014 Q3	$1.99M	Sell
2014 Q2	$1.9M	Sell
2014 Q1	$1.84M	Hold
2013 Q4	$1.75M	Sell
2013 Q3	$1.62M	Sell
2013 Q2	$1.53M	Buy