SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Badgley Phelps Wealth Managers, LLC's Holding History (CIK: 0001895362)

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

Q4 2025
Shares 19,928 Value ($000) $3,085 Avg Close Range
Q3 2025
Shares 19,483 Value ($000) $2,711 Avg Close Range
Q2 2025
Shares 19,499 Value ($000) $2,628 Avg Close Range
Q1 2025
Shares 19,730 Value ($000) $2,881 Avg Close Range
Q4 2024
Shares 20,875 Value ($000) $2,872 Avg Close Range
Q3 2024
Shares 21,307 Value ($000) $3,282 Avg Close Range
Q2 2024
Shares 21,730 Value ($000) $3,167 Avg Close Range
Q1 2024
Shares 22,651 Value ($000) $3,346 Avg Close Range
Q4 2023
Shares 24,974 Value ($000) $3,406 Avg Close Range
Q3 2023
Shares 15,332 Value ($000) $1,974 Avg Close Range
Q2 2023
Shares 21,182 Value ($000) $2,811 Avg Close Range
Q1 2023
Shares 2,874 Value ($000) $372 Avg Close Range
Q4 2022
Shares 3,200 Value ($000) $435 Avg Close Range
Q3 2022
Shares 3,180 Value ($000) $385 Avg Close Range
Q2 2022
Shares 3,190 Value ($000) $409 Avg Close Range
Q1 2022
Shares 3,150 Value ($000) $432 Avg Close Range
Q4 2021
Shares 4,140 Value ($000) $583 Avg Close Range
Q3 2021
Shares 3,390 Value ($000) $432 Avg Close Range