SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,865 Value ($000) $1,218 Avg Close Range
Q3 2025
Shares 8,058 Value ($000) $1,121 Avg Close Range
Q2 2025
Shares 7,870 Value ($000) $1,061 Avg Close Range
Q1 2025
Shares 7,870 Value ($000) $1,149 Avg Close Range
Q4 2024
Shares 7,354 Value ($000) $1,012 Avg Close Range
Q3 2024
Shares 7,467 Value ($000) $1,150 Avg Close Range
Q2 2024
Shares 7,460 Value ($000) $1,087 Avg Close Range
Q1 2024
Shares 7,437 Value ($000) $1,099 Avg Close Range
Q4 2023
Shares 7,052 Value ($000) $962 Avg Close Range
Q3 2023
Shares 7,064 Value ($000) $909 Avg Close Range
Q2 2023
Shares 6,665 Value ($000) $885 Avg Close Range
Q1 2023
Shares 6,766 Value ($000) $876 Avg Close Range
Q4 2022
Shares 7,039 Value ($000) $956 Avg Close Range
Q3 2022
Shares 7,716 Value ($000) $934 Avg Close Range
Q2 2022
Shares 7,815 Value ($000) $1,002 Avg Close Range
Q1 2022
Shares 7,606 Value ($000) $1,042 Avg Close Range
Q4 2021
Shares 9,098 Value ($000) $1,282 Avg Close Range
Q3 2021
Shares 9,715 Value ($000) $1,237 Avg Close Range
Q2 2021
Shares 9,718 Value ($000) $1,224 Avg Close Range
Q1 2021
Shares 13,257 Value ($000) $1,548 Avg Close Range
Q4 2020
Shares 51,179 Value ($000) $5,806 Avg Close Range
Q3 2020
Shares 50,547 Value ($000) $5,332 Avg Close Range
Q2 2020
Shares 50,725 Value ($000) $5,076 Avg Close Range
Q1 2020
Shares 50,775 Value ($000) $4,498 Avg Close Range
Q4 2019
Shares 46,214 Value ($000) $4,707 Avg Close Range