Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BWA
BlueSky Wealth Advisors’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
BlueSky 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
$351K
Hold
2,394
–
–
0.05%
83
2025
Q4
$371K
Hold
2,394
–
–
0.05%
64
2025
Q3
$333K
Sell
2,394
-10
-0.4%
-$1.35K
0.04%
66
2025
Q2
$324K
Buy
2,404
+10
+0.4%
+$1.35K
0.05%
59
2025
Q1
$350K
Hold
2,394
–
–
0.05%
61
2024
Q4
$329K
Hold
2,394
–
–
0.05%
60
2024
Q3
$369K
Hold
2,394
–
–
0.06%
59
2024
Q2
$349K
Buy
+2,394
New
+$343K
0.06%
60
2024
Q1
–
Sell
-2,394
Closed
-$326K
–
70
2023
Q4
$326K
Hold
2,394
–
–
0.06%
57
2023
Q3
$308K
Hold
2,394
–
–
0.06%
58
2023
Q2
$318K
Hold
2,394
–
–
0.06%
58
2023
Q1
$310K
Hold
2,394
–
–
0.06%
57
2022
Q4
$325K
Hold
2,394
–
–
0.07%
54
2022
Q3
$290K
Hold
2,394
–
–
0.07%
58
2022
Q2
$307K
Hold
2,394
–
–
0.07%
56
2022
Q1
$328K
Hold
2,394
–
–
0.06%
57
2021
Q4
$337K
Hold
2,394
–
–
0.06%
56
2021
Q3
$305K
Hold
2,394
–
–
0.06%
55
2021
Q2
$308K
Sell
2,394
-275
-10%
-$33.7K
0.06%
56
2021
Q1
$315K
Buy
+2,669
New
+$308K
0.07%
48
Other funds holding XLV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close