Altus Wealth Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Altus Wealth Group’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 Q1	–	Sell	-2,915	Closed	-$401K	–	148
2024 Q4	$401K	Sell	2,915 -15	-0.5%	-$2.19K	0.18%	104
2024 Q3	$451K	Sell	2,930 -8,230	-74%	-$1.25M	0.19%	93
2024 Q2	$1.63M	Sell	11,160 -2,041	-15%	-$293K	0.81%	33
2024 Q1	$1.95M	Buy	13,201 +11,516	+683%	+$1.65M	0.98%	27
2023 Q4	$230K	Buy	+1,685	New	+$219K	0.13%	123

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Altus Wealth Group's XLV Position: Q1 2025 in Review

Altus Wealth Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 2,915 shares — an estimated $401K sold.

Altus Wealth Group first reported a position in XLV in Q4 2023 and held it in 5 quarters. The position peaked at $1.95M in Q1 2024. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

Altus Wealth Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Altus Wealth Group sold 2,915 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $401K.
Altus Wealth Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
Altus Wealth Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.95M in Q1 2024.
1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Altus Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.