Capstone Wealth Management Group (Pennsylvania)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	–	Sell	-31,012	Closed	-$4.78M	–	79
2024 Q3	$4.78M	Buy	31,012 +3,373	+12%	+$511K	2.83%	10
2024 Q2	$4.03M	Buy	27,639 +1,029	+4%	+$148K	2.63%	10
2024 Q1	$3.93M	Buy	26,610 +2,421	+10%	+$347K	2.82%	10
2023 Q4	$3.3M	Buy	24,189 +2,741	+13%	+$357K	3.12%	8
2023 Q3	$2.76M	Buy	21,448 +2,711	+14%	+$360K	2.86%	8
2023 Q2	$2.49M	Buy	+18,737	New	+$2.47M	2.57%	12

Other funds holding XLV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

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

NAM

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

Capstone Wealth Management Group (Pennsylvania)'s XLV Position: Q4 2024 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 31,012 shares — an estimated $4.78M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XLV in Q2 2023 and held it in 6 quarters. The position peaked at $4.78M in Q3 2024. 1,759 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Capstone Wealth Management Group (Pennsylvania) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 31,012 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $4.78M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and held it in 6 quarters.
Capstone Wealth Management Group (Pennsylvania)'s State Street Health Care Select Sector SPDR ETF position peaked at $4.78M in Q3 2024.
1,759 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q4 2024, filed 14 Jan 2025.