Coppell Advisory Solutions’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
-349
Closed -$47.9K 1912
2024
Q4
$47.9K Buy
349
+57
+20% +$8.34K 0.01% 600
2024
Q3
$44.7K Buy
292
+105
+56% +$15.9K 0.01% 585
2024
Q2
$27.3K Buy
+187
New +$26.8K ﹤0.01% 669
2023
Q4
$86.7K Buy
636
+491
+339% +$63.9K 0.02% 386
2023
Q3
$19.7K Buy
145
+11
+8% +$1.46K 0.01% 499
2023
Q2
$17.6K Buy
+134
New +$17.7K 0.01% 576
2023
Q1
Sell
-103
Closed -$14K 1112
2022
Q4
$14K Buy
+103
New +$13.6K ﹤0.01% 554

Other funds holding XLV

Coppell Advisory Solutions's XLV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 349 shares — an estimated $47.9K sold.

Coppell Advisory Solutions first reported a position in XLV in Q4 2022 and held it in 7 quarters. The position peaked at $86.7K in Q4 2023. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 349 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $47.9K.
  • Coppell Advisory Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $86.7K in Q4 2023.
  • 1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.