Choice Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Choice 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
2025 Q2	–	Sell	-2,035	Closed	-$297K	–	32
2025 Q1	$297K	Hold	2,035	–	–	0.15%	24
2024 Q4	$280K	Hold	2,035	–	–	0.14%	25
2024 Q3	$313K	Sell	2,035 -43	-2%	-$6.52K	0.16%	24
2024 Q2	$303K	Buy	2,078 +43	+2%	+$6.17K	0.16%	24
2024 Q1	$301K	Hold	2,035	–	–	0.18%	23
2023 Q4	$278K	Hold	2,035	–	–	0.17%	27
2023 Q3	$262K	Hold	2,035	–	–	0.19%	23
2023 Q2	$270K	Hold	2,035	–	–	0.18%	23
2023 Q1	$263K	Hold	2,035	–	–	0.19%	22
2022 Q4	$276K	Buy	+2,035	New	+$270K	0.21%	24
2022 Q3	–	Sell	-52,808	Closed	-$6.77M	–	50
2022 Q2	$6.77M	Buy	+52,808	New	+$6.92M	5.49%	6

Other funds holding XLV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

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

Choice Wealth Advisors's XLV Position: Q2 2025 in Review

Choice Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 2,035 shares — an estimated $297K sold.

Choice Wealth Advisors first reported a position in XLV in Q2 2022 and held it in 11 quarters. The position peaked at $6.77M in Q2 2022. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Choice Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Choice Wealth Advisors sold 2,035 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $297K.
Choice Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and held it in 11 quarters.
Choice Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $6.77M in Q2 2022.
1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Choice Wealth Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.