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

Angeles Wealth Management’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
2026
Q1 		$250K Sell
1,708
-300
-15% -$46.3K 0.01% 359
2025
Q4 		$311K Buy
2,008
+1,708
+569% +$256K 0.02% 289
2025
Q3 		$41.8K Sell
300
-52
-15% -$7.04K ﹤0.01% 377
2025
Q2 		$47.4K Buy
352
+52
+17% +$7.02K ﹤0.01% 380
2025
Q1 		$43.8K Hold
300
– – ﹤0.01% 335
2024
Q4 		$41.3K Sell
300
-1,100
-79% -$161K ﹤0.01% 344
2024
Q3 		$216K Buy
+1,400
New +$212K 0.02% 250
2024
Q2 		– Sell
-24
Closed -$3.55K – 324
2024
Q1 		$3.55K Hold
24
– – ﹤0.01% 288
2023
Q4 		$3.27K Sell
24
-511
-96% -$66.5K ﹤0.01% 255
2023
Q3 		$68.9K Buy
+535
New +$71K 0.01% 193

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return