Carderock Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Carderock Capital 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	-980	Closed	-$132K	–	133
2025 Q2	$132K	Buy	+980	New	+$132K	0.03%	83
2023 Q2	–	Sell	-900	Closed	-$117K	–	123
2023 Q1	$117K	Buy	+900	New	+$118K	0.04%	73
2021 Q4	–	Sell	-1,010	Closed	-$129K	–	152
2021 Q3	$129K	Buy	+1,010	New	+$133K	0.04%	86

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Carderock Capital Management's XLV Position: Q3 2025 in Review

Carderock Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 980 shares — an estimated $132K sold.

Carderock Capital Management first reported a position in XLV in Q3 2021 and held it in 3 quarters. The position peaked at $132K in Q2 2025. 1,651 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Carderock Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Carderock Capital Management sold 980 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $132K.
Carderock Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and held it in 3 quarters.
Carderock Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $132K in Q2 2025.
1,651 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

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