Congress Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Congress Wealth Management's XLV Position: Q2 2025 in Review

Congress Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.9% in Q2 2025, buying an estimated $5.27M and bringing the position to 535,405 shares worth $72.2M. The position accounts for 0.7% of the portfolio, ranked #21.

Congress Wealth Management first reported a position in XLV in Q4 2021 and has held it in 15 quarters since. The position peaked at $111M in Q2 2022. 1,682 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

• Congress Wealth Management held 535,405 shares of State Street Health Care Select Sector SPDR ETF worth $72.2M as of Q2 2025.
• Congress Wealth Management bought 39,001 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $5.27M.
• State Street Health Care Select Sector SPDR ETF made up 0.7% of Congress Wealth Management's portfolio in Q2 2025, its #21 holding.
• Congress Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
• Congress Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $111M in Q2 2022.
• 1,682 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.