SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 4,501 Value ($000) $697 Avg Close Range
Q3 2025
Shares 4,421 Value ($000) $615 Avg Close Range
Q2 2025
Shares 4,548 Value ($000) $613 Avg Close Range
Q1 2025
Shares 4,608 Value ($000) $673 Avg Close Range
Q4 2024
Shares 3,866 Value ($000) $532 Avg Close Range
Q3 2024
Shares 4,511 Value ($000) $695 Avg Close Range
Q2 2024
Shares 3,954 Value ($000) $576 Avg Close Range
Q1 2024
Shares 3,936 Value ($000) $581 Avg Close Range
Q4 2023
Shares 3,923 Value ($000) $535 Avg Close Range
Q3 2023
Shares 4,220 Value ($000) $543 Avg Close Range
Q2 2023
Shares 9,213 Value ($000) $1,223 Avg Close Range
Q1 2023
Shares 4,042 Value ($000) $523 Avg Close Range
Q4 2022
Shares 4,071 Value ($000) $553 Avg Close Range
Q3 2022
Shares 4,028 Value ($000) $488 Avg Close Range
Q2 2022
Shares 4,028 Value ($000) $517 Avg Close Range
Q1 2022
Shares 4,085 Value ($000) $560 Avg Close Range
Q4 2021
Shares 4,085 Value ($000) $576 Avg Close Range
Q3 2021
Shares 4,037 Value ($000) $514 Avg Close Range
Q2 2021
Shares 3,937 Value ($000) $496 Avg Close Range
Q1 2021
Shares 4,220 Value ($000) $493 Avg Close Range
Q4 2020
Shares 4,123 Value ($000) $468 Avg Close Range
Q3 2020
Shares 5,758 Value ($000) $607 Avg Close Range
Q2 2020
Shares 4,921 Value ($000) $492 Avg Close Range
Q1 2020
Shares 6,678 Value ($000) $592 Avg Close Range
Q4 2019
Shares 5,713 Value ($000) $582 Avg Close Range