Collective Family Office’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
Q2
Sell
-1,375
Closed -$201K 165
2025
Q1
$201K Sell
1,375
-100
-7% -$14.5K 0.05% 155
2024
Q4
$203K Sell
1,475
-400
-21% -$58.5K 0.06% 160
2024
Q3
$289K Sell
1,875
-200
-10% -$30.3K 0.08% 151
2024
Q2
$302K Hold
2,075
0.09% 144
2024
Q1
$307K Buy
2,075
+300
+17% +$43K 0.1% 140
2023
Q4
$242K Buy
+1,775
New +$231K 0.09% 150
2023
Q1
Sell
-2,275
Closed -$309K 183
2022
Q4
$309K Buy
+2,275
New +$301K 0.14% 130
2022
Q2
Sell
-1,704
Closed -$233K 203
2022
Q1
$233K Sell
1,704
-40
-2% -$5.3K 0.09% 173
2021
Q4
$246K Sell
1,744
-1,813
-51% -$241K 0.1% 166
2021
Q3
$453K Buy
3,557
+848
+31% +$112K 0.19% 111
2021
Q2
$341K Buy
2,709
+140
+5% +$17.2K 0.15% 129
2021
Q1
$300K Sell
2,569
-66
-3% -$7.62K 0.15% 136
2020
Q4
$299K Buy
+2,635
New +$288K 0.17% 131

Other funds holding XLV

Collective Family Office's XLV Position: Q2 2025 in Review

Collective Family Office sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 1,375 shares — an estimated $201K sold.

Collective Family Office first reported a position in XLV in Q4 2020 and held it in 13 quarters. The position peaked at $453K in Q3 2021. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

  • Collective Family Office reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Collective Family Office sold 1,375 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $201K.
  • Collective Family Office first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 13 quarters.
  • Collective Family Office's State Street Health Care Select Sector SPDR ETF position peaked at $453K in Q3 2021.
  • 1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Collective Family Office's 13F filing for Q2 2025, filed 3 Jul 2025.