Whittier Trust’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 | $1.35M | Sell |
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|
2025
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $2.44M | Buy |
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|
2023
Q4 | $1.8M | Sell |
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|
2023
Q3 | $4.25M | Buy |
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|
2023
Q2 | $4.11M | Buy |
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|
2023
Q1 | $3.96M | Buy |
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|
2022
Q4 | $4.09M | Buy |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $768K | Sell |
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|
2021
Q4 | $793K | Sell |
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|
2021
Q3 | $723K | Sell |
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|
2021
Q2 | $749K | Buy |
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|
2021
Q1 | $682K | Buy |
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|
2020
Q4 | $540K | Buy |
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|
2020
Q3 | $450K | Hold |
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|
2020
Q2 | $427K | Buy |
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|
2020
Q1 | $354K | Sell |
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|
2019
Q4 | $708K | Buy |
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|
2019
Q3 | $473K | Buy |
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|
2019
Q2 | $399K | Sell |
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|
2019
Q1 | $781K | Sell |
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|
2018
Q4 | $1.06M | Buy |
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|
2018
Q3 | $332K | Hold |
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|
2018
Q2 | $291K | Hold |
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|
2018
Q1 | $284K | Sell |
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|
2017
Q4 | $311K | Buy |
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|
2017
Q3 | $256K | Buy |
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|
2017
Q2 | $49K | Buy |
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|
2017
Q1 | $32K | Sell |
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|
2016
Q4 | $607K | Buy |
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|
2016
Q3 | $31K | Hold |
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|
2016
Q2 | $30K | Sell |
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|
2016
Q1 | $112K | Sell |
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|
2015
Q4 | $1.21M | Buy |
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|
2015
Q3 | $28K | Hold |
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|
2015
Q2 | $32K | Hold |
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|
2015
Q1 | $31K | Hold |
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|
2014
Q4 | $29K | Hold |
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|
2014
Q3 | $27K | Hold |
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|
2014
Q2 | $26K | Hold |
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|
2014
Q1 | $25K | Sell |
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|
2013
Q4 | $156K | Hold |
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|
2013
Q3 | $142K | Hold |
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|
2013
Q2 | $134K | Buy |
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