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Atlas Private Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Atlas Private Wealth Advisors’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 		– Sell
-1,493
Closed -$231K – 141
2025
Q4 		$231K Sell
1,493
-1,056
-41% -$158K 0.05% 119
2025
Q3 		$355K Sell
2,549
-1,437
-36% -$194K 0.09% 106
2025
Q2 		$537K Buy
3,986
+968
+32% +$131K 0.07% 116
2025
Q1 		$441K Buy
+3,018
New +$438K 0.06% 120
2021
Q4 		– Sell
-939
Closed -$120K – 735
2021
Q3 		$120K Sell
939
-57
-6% -$7.53K 0.06% 160
2021
Q2 		$125K Sell
996
-227
-19% -$27.8K 0.07% 144
2021
Q1 		$143K Buy
1,223
+94
+8% +$10.8K 0.08% 129
2020
Q4 		$128K Buy
1,129
+7
+0.6% +$764 0.09% 128
2020
Q3 		$118K Buy
1,122
+60
+6% +$6.32K 0.1% 129
2020
Q2 		$106K Buy
+1,062
New +$105K 0.09% 140

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