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

Avitas 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
2024
Q4 		$9.22M Buy
67,019
+51,797
+340% +$7.58M 1.28% 17
2024
Q3 		$2.34M Sell
15,222
-1,656
-10% -$251K 0.33% 84
2024
Q2 		$2.46M Buy
16,878
+74
+0.4% +$10.6K 0.36% 71
2024
Q1 		$2.48M Sell
16,804
-332
-2% -$47.6K 0.38% 67
2023
Q4 		$2.34M Buy
17,136
+173
+1% +$22.5K 0.39% 71
2023
Q3 		$2.18M Sell
16,963
-876
-5% -$116K 0.42% 68
2023
Q2 		$2.37M Buy
17,839
+185
+1% +$24.4K 0.43% 70
2023
Q1 		$2.29M Buy
17,654
+583
+3% +$76.2K 0.45% 65
2022
Q4 		$2.32M Buy
17,071
+1,062
+7% +$141K 0.49% 59
2022
Q3 		$1.94M Buy
16,009
+333
+2% +$42.9K 0.44% 65
2022
Q2 		$2.01M Buy
15,676
+3,115
+25% +$408K 0.44% 70
2022
Q1 		$1.72M Buy
12,561
+1,205
+11% +$160K 0.31% 95
2021
Q4 		$1.6M Sell
11,356
-189
-2% -$25.1K 0.27% 103
2021
Q3 		$1.47M Sell
11,545
-113
-1% -$14.9K 0.27% 116
2021
Q2 		$1.47M Sell
11,658
-982
-8% -$120K 0.26% 119
2021
Q1 		$1.48M Sell
12,640
-3,491
-22% -$403K 0.29% 113
2020
Q4 		$1.83M Sell
16,131
-159
-1% -$17.4K 0.37% 111
2020
Q3 		$1.72M Buy
16,290
+382
+2% +$40.2K 0.48% 83
2020
Q2 		$1.59M Buy
15,908
+226
+1% +$22.3K 0.53% 71
2020
Q1 		$1.39M Sell
15,682
-2,355
-13% -$229K 0.63% 62
2019
Q4 		$1.84M Sell
18,037
-158
-0.9% -$15.2K 0.47% 86
2019
Q3 		$1.64M Sell
18,195
-362
-2% -$33.1K 0.45% 89
2019
Q2 		$1.72M Buy
18,557
+423
+2% +$38K 0.48% 91
2019
Q1 		$1.66M Buy
18,134
+38
+0.2% +$3.43K 0.48% 86
2018
Q4 		$1.56M Buy
18,096
+878
+5% +$79.5K 0.51% 85
2018
Q3 		$1.64M Sell
17,218
-106
-0.6% -$9.58K 0.47% 92
2018
Q2 		$1.45M Buy
+17,324
New +$1.44M 0.45% 95

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avitas Wealth Management's XLV Position: Q4 2024 in Review

Avitas Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 340% in Q4 2024, buying an estimated $7.58M and bringing the position to 67,019 shares worth $9.22M. The position accounts for 1.28% of the portfolio, ranked #17.

Avitas Wealth Management first reported a position in XLV in Q2 2018 and has held it in 27 quarters since. 1,765 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

  • Avitas Wealth Management held 67,019 shares of State Street Health Care Select Sector SPDR ETF worth $9.22M as of Q4 2024.
  • Avitas Wealth Management bought 51,797 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $7.58M.
  • State Street Health Care Select Sector SPDR ETF made up 1.28% of Avitas Wealth Management's portfolio in Q4 2024, its #17 holding.
  • Avitas Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2018 and has held it in 27 quarters since.
  • 1,765 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.