Avantax Planning Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Avantax Planning Partners’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 Q3	–	Sell	-1,644	Closed	-$222K	–	463
2025 Q2	$222K	Sell	1,644 -237	-13%	-$32K	0.01%	415
2025 Q1	$275K	Sell	1,881 -124	-6%	-$18K	0.01%	352
2024 Q4	$276K	Buy	2,005 +576	+40%	+$84.3K	0.01%	346
2024 Q3	$220K	Buy	+1,429	New	+$217K	0.01%	405
2024 Q1	–	Sell	-1,506	Closed	-$205K	–	476
2023 Q4	$205K	Buy	+1,506	New	+$196K	0.01%	353
2023 Q3	–	Sell	-1,615	Closed	-$214K	–	388
2023 Q2	$214K	Hold	1,615	–	–	0.01%	349
2023 Q1	$209K	Hold	1,615	–	–	0.01%	352
2022 Q4	$219K	Buy	+1,615	New	+$214K	0.01%	341
2022 Q3	–	Sell	-1,852	Closed	-$238K	–	366
2022 Q2	$238K	Buy	1,852 +128	+7%	+$16.8K	0.01%	304
2022 Q1	$236K	Buy	1,724 +178	+12%	+$23.6K	0.01%	317
2021 Q4	$218K	Sell	1,546 -66	-4%	-$8.76K	0.01%	323
2021 Q3	$205K	Buy	1,612 +9	+0.6%	+$1.19K	0.01%	315
2021 Q2	$202K	Buy	+1,603	New	+$196K	0.01%	312
2018 Q4	–	Sell	-2,191	Closed	-$208K	–	1221
2018 Q3	$208K	Sell	2,191 -509	-19%	-$46K	0.02%	234
2018 Q2	$225K	Sell	2,700 -495	-15%	-$41K	0.02%	218
2018 Q1	$260K	Sell	3,195 -16	-0.5%	-$1.36K	0.02%	251
2017 Q4	$265K	Sell	3,211 -99	-3%	-$8.16K	0.02%	243
2017 Q3	$271K	Hold	3,310	–	–	0.02%	296
2017 Q2	$262K	Buy	3,310 +423	+15%	+$32.2K	0.02%	275
2017 Q1	$215K	Buy	+2,887	New	+$210K	0.02%	308

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

NAM

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

Avantax Planning Partners's XLV Position: Q3 2025 in Review

Avantax Planning Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 1,644 shares — an estimated $222K sold.

Avantax Planning Partners first reported a position in XLV in Q1 2017 and held it in 20 quarters. The position peaked at $276K in Q4 2024. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Avantax Planning Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Avantax Planning Partners sold 1,644 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $222K.
Avantax Planning Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and held it in 20 quarters.
Avantax Planning Partners's State Street Health Care Select Sector SPDR ETF position peaked at $276K in Q4 2024.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.