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

Crowley Wealth Management’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 Q4	–	Sell	-73	Closed	-$10.2K	–	374
2025 Q3	$10.2K	Hold	73	–	–	0.01%	275
2025 Q2	$9.84K	Hold	73	–	–	0.01%	270
2025 Q1	$10.7K	Hold	73	–	–	0.01%	256
2024 Q4	$10K	Buy	+73	New	+$10.7K	0.01%	267

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Crowley Wealth Management's XLV Position: Q4 2025 in Review

Crowley Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 73 shares — an estimated $10.2K sold.

Crowley Wealth Management first reported a position in XLV in Q4 2024 and held it in 4 quarters. The position peaked at $10.7K in Q1 2025. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Crowley Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Crowley Wealth Management sold 73 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $10.2K.
Crowley Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Crowley Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $10.7K in Q1 2025.
1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.