SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 5,906 Value ($000) $914 Avg Close Range
Q3 2025
Shares 1,547 Value ($000) $215 Avg Close Range
Q2 2025
Shares 24,332 Value ($000) $3,280 Avg Close Range
Q1 2025
Shares 18,233 Value ($000) $2,662 Avg Close Range
Q4 2024
Shares 15,654 Value ($000) $2,154 Avg Close Range
Q3 2024
Shares 15,538 Value ($000) $2,393 Avg Close Range
Q2 2024
Shares 15,274 Value ($000) $2,226 Avg Close Range
Q1 2024
Shares 68,276 Value ($000) $10,086 Avg Close Range
Q4 2023
Shares 65,799 Value ($000) $8,974 Avg Close Range
Q3 2023
Shares 65,853 Value ($000) $8,478 Avg Close Range
Q2 2023
Shares 57,758 Value ($000) $7,599 Avg Close Range
Q1 2023
Shares 48,457 Value ($000) $6,273 Avg Close Range
Q4 2022
Shares 27,960 Value ($000) $3,798 Avg Close Range
Q3 2022
Shares 16,243 Value ($000) $1,967 Avg Close Range
Q2 2022
Shares 10,955 Value ($000) $1,405 Avg Close Range
Q1 2022
Shares 9,690 Value ($000) $1,327 Avg Close Range
Q4 2021
Shares 8,525 Value ($000) $1,201 Avg Close Range