Advocacy Wealth Management Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Advocacy Wealth Management Services’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
2024 Q4	–	Sell	-12,492	Closed	-$1.92M	–	63
2024 Q3	$1.92M	Sell	12,492 -1,914	-13%	-$290K	0.15%	34
2024 Q2	$2.1M	Sell	14,406 -4,299	-23%	-$617K	0.17%	34
2024 Q1	$2.76M	Sell	18,705 -75,623	-80%	-$10.8M	0.24%	35
2023 Q4	$12.9M	Sell	94,328 -465,569	-83%	-$60.6M	1.22%	20
2023 Q3	$72.1M	Buy	559,897 +20,078	+4%	+$2.67M	8.02%	3
2023 Q2	$71.7M	Buy	539,819 +20,513	+4%	+$2.7M	8.19%	3
2023 Q1	$67.2M	Buy	519,306 +131,046	+34%	+$17.1M	8.16%	4
2022 Q4	$52.7M	Buy	388,260 +33,292	+9%	+$4.41M	6.97%	5
2022 Q3	$45M	Buy	354,968 +22,184	+7%	+$2.86M	6.57%	5
2022 Q2	$42.7M	Buy	332,784 +16,841	+5%	+$2.21M	6.87%	5
2022 Q1	$43.6M	Buy	315,943 +315,647	+106,638%	+$41.8M	7.58%	5
2021 Q4	$42K	Buy	296 +6	+2%	+$797	0.01%	60
2021 Q3	$37K	Hold	290	–	–	0.01%	66
2021 Q2	$37K	Hold	290	–	–	0.01%	77
2021 Q1	$34K	Hold	290	–	–	0.01%	73
2020 Q4	$33K	Hold	290	–	–	﹤0.01%	66
2020 Q3	$30K	Hold	290	–	–	﹤0.01%	67
2020 Q2	$29K	Buy	290 +42	+17%	+$4.14K	0.01%	69
2020 Q1	$21K	Hold	248	–	–	﹤0.01%	73
2019 Q4	$25K	Sell	248 -9	-4%	-$865	0.01%	87
2019 Q3	$23K	Hold	257	–	–	0.02%	88
2019 Q2	$24K	Hold	257	–	–	0.02%	87
2019 Q1	$24K	Buy	257 +55	+27%	+$4.96K	0.03%	73
2018 Q4	$17K	Hold	202	–	–	0.01%	91
2018 Q3	$19K	Hold	202	–	–	0.01%	95
2018 Q2	$17K	Hold	202	–	–	0.01%	98
2018 Q1	$16K	Buy	202 +84	+71%	+$7.16K	0.01%	107
2017 Q4	$10K	Hold	118	–	–	0.01%	161
2017 Q3	$10K	Buy	+118	New	+$9.48K	﹤0.01%	198
2016 Q1	–	Sell	-50	Closed	-$4K	–	566
2015 Q4	$4K	Buy	+50	New	+$3.53K	﹤0.01%	449
2013 Q3	$51K	Hold	1,000	–	–	0.14%	112
2013 Q2	$48K	Buy	+1,000	New	+$47.9K	0.19%	90

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Advocacy Wealth Management Services's XLV Position: Q4 2024 in Review

Advocacy Wealth Management Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 12,492 shares — an estimated $1.92M sold.

Advocacy Wealth Management Services first reported a position in XLV in Q2 2013 and held it in 32 quarters. The position peaked at $72.1M in Q3 2023. 1,760 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Advocacy Wealth Management Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Advocacy Wealth Management Services sold 12,492 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $1.92M.
Advocacy Wealth Management Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and held it in 32 quarters.
Advocacy Wealth Management Services's State Street Health Care Select Sector SPDR ETF position peaked at $72.1M in Q3 2023.
1,760 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2024, filed 14 Feb 2025.