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

Cahaba 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
2025 Q3	–	Sell	-1,842	Closed	-$248K	–	164
2025 Q2	$248K	Sell	1,842 -622	-25%	-$84K	0.02%	131
2025 Q1	$360K	Buy	2,464 +220	+10%	+$32K	0.03%	106
2024 Q4	$309K	Buy	2,244 +3	+0.1%	+$439	0.03%	114
2024 Q3	$345K	Buy	2,241 +430	+24%	+$65.2K	0.03%	111
2024 Q2	$264K	Buy	1,811 +1	+0.1%	+$143	0.02%	125
2024 Q1	$267K	Sell	1,810 -51	-3%	-$7.32K	0.02%	126
2023 Q4	$254K	Hold	1,861	–	–	0.03%	123
2023 Q3	$240K	Buy	1,861 +1	+0.1%	+$133	0.03%	123
2023 Q2	$247K	Sell	1,860 -1	-0.1%	-$132	0.03%	128
2023 Q1	$241K	Buy	1,861 +3	+0.2%	+$392	0.03%	126
2022 Q4	$252K	Buy	1,858 +199	+12%	+$26.4K	0.03%	122
2022 Q3	$201K	Hold	1,659	–	–	0.03%	128
2022 Q2	$212K	Buy	1,659 +7	+0.4%	+$918	0.03%	127
2022 Q1	$215K	Buy	1,652 +204	+14%	+$27K	0.03%	133
2021 Q4	$204K	Buy	+1,448	New	+$192K	0.03%	140
2021 Q1	–	Sell	-2,600	Closed	-$305K	–	97
2020 Q4	$305K	Buy	+2,600	New	+$284K	0.05%	72

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

Cahaba Wealth Management's XLV Position: Q3 2025 in Review

Cahaba Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 1,842 shares — an estimated $248K sold.

Cahaba Wealth Management first reported a position in XLV in Q4 2020 and held it in 16 quarters. The position peaked at $360K in Q1 2025. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Cahaba Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Cahaba Wealth Management sold 1,842 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $248K.
Cahaba Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 16 quarters.
Cahaba Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $360K in Q1 2025.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Cahaba Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.