Avantax Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Avantax Advisory 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
2025 Q2	$12.2M	Buy	90,623 +9,039	+11%	+$1.22M	0.07%	220
2025 Q1	$11.9M	Buy	81,584 +7,965	+11%	+$1.16M	0.07%	212
2024 Q4	$10.1M	Sell	73,619 -61,264	-45%	-$8.97M	0.06%	226
2024 Q3	$20.8M	Sell	134,883 -94,706	-41%	-$14.4M	0.14%	113
2024 Q2	$33.5M	Buy	229,589 +2,192	+1%	+$314K	0.24%	59
2024 Q1	$33.6M	Buy	227,397 +21,691	+11%	+$3.11M	0.3%	41
2023 Q4	$28.1M	Buy	205,706 +92	+0%	+$12K	0.28%	45
2023 Q3	$26.5M	Buy	205,614 +17,058	+9%	+$2.26M	0.3%	40
2023 Q2	$25M	Buy	188,556 +7,767	+4%	+$1.02M	0.29%	47
2023 Q1	$23.4M	Buy	180,789 +23,172	+15%	+$3.03M	0.29%	47
2022 Q4	$21.4M	Buy	157,617 +55,035	+54%	+$7.29M	0.29%	46
2022 Q3	$12.4M	Buy	102,582 +31,976	+45%	+$4.12M	0.19%	86
2022 Q2	$9.05M	Buy	70,606 +28,486	+68%	+$3.73M	0.14%	122
2022 Q1	$5.78M	Buy	42,120 +6,605	+19%	+$874K	0.08%	177
2021 Q4	$5M	Buy	35,515 +2,038	+6%	+$271K	0.08%	199
2021 Q3	$4.26M	Buy	33,477 +386	+1%	+$51K	0.07%	203
2021 Q2	$4.16M	Buy	33,091 +431	+1%	+$52.8K	0.08%	197
2021 Q1	$3.81M	Buy	32,660 +3,410	+12%	+$394K	0.08%	185
2020 Q4	$3.31M	Sell	29,250 -36,745	-56%	-$4.01M	0.08%	179
2020 Q3	$6.96M	Buy	65,995 +39,189	+146%	+$4.12M	0.11%	154
2020 Q2	$2.68M	Sell	26,806 -74	-0.3%	-$7.3K	0.08%	178
2020 Q1	$2.38M	Sell	26,880 -748	-3%	-$72.7K	0.07%	164
2019 Q4	$2.82M	Buy	27,628 +3,776	+16%	+$363K	0.07%	170
2019 Q3	$2.15M	Buy	23,852 +3,306	+16%	+$302K	0.09%	125
2019 Q2	$1.9M	Buy	20,546 +7,211	+54%	+$648K	0.08%	124
2019 Q1	$1.22M	Buy	13,335 +1,827	+16%	+$165K	0.07%	154
2018 Q4	$998K	Buy	+11,508	New	+$1.04M	0.17%	132

Other funds holding XLV

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

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

Avantax Advisory Services's XLV Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q2 2025, buying an estimated $1.22M and bringing the position to 90,623 shares worth $12.2M. The position accounts for 0.07% of the portfolio, ranked #220.

Avantax Advisory Services first reported a position in XLV in Q4 2018 and has held it in 27 quarters since. The position peaked at $33.6M in Q1 2024. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Avantax Advisory Services held 90,623 shares of State Street Health Care Select Sector SPDR ETF worth $12.2M as of Q2 2025.
Avantax Advisory Services bought 9,039 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $1.22M.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #220 holding.
Avantax Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $33.6M in Q1 2024.
1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.