Clearwater Capital Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,454
Closed -$200K 178
2024
Q4
$200K Buy
1,454
+1
+0.1% +$146 0.02% 169
2024
Q3
$224K Buy
+1,453
New +$220K 0.02% 159
2018
Q2
Sell
-1,171
Closed -$95K 572
2018
Q1
$95K Buy
+1,171
New +$99.8K 0.02% 239

Other funds holding XLV

Clearwater Capital Advisors's XLV Position: Q1 2025 in Review

Clearwater Capital Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 1,454 shares — an estimated $200K sold.

Clearwater Capital Advisors first reported a position in XLV in Q1 2018 and held it in 3 quarters. The position peaked at $224K in Q3 2024. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • Clearwater Capital Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,454 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $200K.
  • Clearwater Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
  • Clearwater Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $224K in Q3 2024.
  • 1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Clearwater Capital Advisors's 13F filing for Q1 2025, filed 8 May 2025.