Comprehensive Financial Consultants Institutional’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-3,284	Closed	-$452K	–	185
2024 Q4	$452K	Hold	3,284	–	–	0.16%	123
2024 Q3	$506K	Sell	3,284 -500	-13%	-$75.8K	0.18%	123
2024 Q2	$552K	Hold	3,784	–	–	0.22%	115
2024 Q1	$559K	Buy	3,784 +913	+32%	+$131K	0.23%	114
2023 Q4	$392K	Buy	2,871 +145	+5%	+$18.9K	0.18%	118
2023 Q3	$351K	Sell	2,726 -171	-6%	-$22.7K	0.18%	123
2023 Q2	$380K	Buy	2,897 +156	+6%	+$20.6K	0.2%	120
2023 Q1	$355K	Buy	2,741 +35	+1%	+$4.57K	0.2%	121
2022 Q4	$365K	Hold	2,706	–	–	0.22%	117
2022 Q3	$340K	Hold	2,706	–	–	0.22%	118
2022 Q2	$348K	Hold	2,706	–	–	0.25%	118
2022 Q1	$351K	Hold	2,706	–	–	0.24%	117
2021 Q4	$354K	Buy	+2,706	New	+$359K	0.23%	110

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's XLV Position: Q1 2025 in Review

Comprehensive Financial Consultants Institutional sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 3,284 shares — an estimated $452K sold.

Comprehensive Financial Consultants Institutional first reported a position in XLV in Q4 2021 and held it in 13 quarters. The position peaked at $559K in Q1 2024. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

Comprehensive Financial Consultants Institutional reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 3,284 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $452K.
Comprehensive Financial Consultants Institutional first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 13 quarters.
Comprehensive Financial Consultants Institutional's State Street Health Care Select Sector SPDR ETF position peaked at $559K in Q1 2024.
1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2025, filed 15 May 2025.