Zacks Investment Management’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 | $231K | Buy |
+1,714
| New | +$231K | ﹤0.01% | 608 |
|
|
2024
Q3 | – | Sell |
-2,422
| Closed | -$353K | – | 781 |
|
|
2024
Q2 | $353K | Buy |
2,422
+663
| +38% | +$96.6K | ﹤0.01% | 491 |
|
|
2024
Q1 | $260K | Buy |
+1,759
| New | +$260K | ﹤0.01% | 566 |
|
|
2023
Q3 | – | Sell |
-1,561
| Closed | -$207K | – | 717 |
|
|
2023
Q2 | $207K | Buy |
+1,561
| New | +$207K | ﹤0.01% | 595 |
|
|
2022
Q4 | – | Sell |
-1,719
| Closed | -$208K | – | 674 |
|
|
2022
Q3 | $208K | Buy |
+1,719
| New | +$208K | ﹤0.01% | 533 |
|
|
2021
Q4 | – | Sell |
-5,502
| Closed | -$700K | – | 688 |
|
|
2021
Q3 | $700K | Buy |
+5,502
| New | +$700K | 0.01% | 416 |
|