Acute Investment Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Acute Investment Advisory’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,592	Closed	-$232K	–	19
2025 Q1	$232K	Buy	+1,592	New	+$231K	1.17%	16
2022 Q3	–	Sell	-32,388	Closed	-$4.15M	–	37
2022 Q2	$4.15M	Buy	32,388 +19,272	+147%	+$2.53M	3.23%	13
2022 Q1	$1.8M	Buy	+13,116	New	+$1.74M	1.34%	21

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Acute Investment Advisory's XLV Position: Q2 2025 in Review

Acute Investment Advisory sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 1,592 shares — an estimated $232K sold.

Acute Investment Advisory first reported a position in XLV in Q1 2022 and held it in 3 quarters. The position peaked at $4.15M in Q2 2022. 1,682 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Acute Investment Advisory reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Acute Investment Advisory sold 1,592 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $232K.
Acute Investment Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
Acute Investment Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $4.15M in Q2 2022.
1,682 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Acute Investment Advisory's 13F filing for Q2 2025, filed 22 Jul 2025.