Curated Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Curated Wealth Partners’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	-8,500	Closed	-$1.17M	–	163
2024 Q4	$1.17M	Sell	8,500 -260	-3%	-$38K	0.13%	44
2024 Q3	$1.35M	Hold	8,760	–	–	0.17%	35
2024 Q2	$1.28M	Buy	+8,760	New	+$1.26M	0.18%	34
2024 Q1	–	Sell	-8,500	Closed	-$1.22M	–	274
2023 Q4	$1.16M	Hold	8,500	–	–	0.19%	36
2023 Q3	$1.09M	Hold	8,500	–	–	0.2%	30
2023 Q2	$1.13M	Hold	8,500	–	–	0.22%	30
2023 Q1	$1.1M	Hold	8,500	–	–	0.25%	31
2022 Q4	$1.15M	Hold	8,500	–	–	0.28%	31
2022 Q3	$1.03M	Hold	8,500	–	–	0.3%	28
2022 Q2	$1.09M	Sell	8,500 -2,580	-23%	-$338K	0.32%	29
2022 Q1	$1.56M	Hold	11,080	–	–	0.53%	20
2021 Q4	$1.56M	Hold	11,080	–	–	0.5%	21
2021 Q3	$1.41M	Sell	11,080 -1,500	-12%	-$198K	0.79%	19
2021 Q2	$1.58M	Sell	12,580 -10,920	-46%	-$1.34M	0.86%	19
2021 Q1	$2.74M	Buy	23,500 +3,600	+18%	+$416K	1.69%	10
2020 Q4	$2.26M	Buy	+19,900	New	+$2.17M	1.46%	12

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

Curated Wealth Partners's XLV Position: Q1 2025 in Review

Curated Wealth Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 8,500 shares — an estimated $1.17M sold.

Curated Wealth Partners first reported a position in XLV in Q4 2020 and held it in 16 quarters. The position peaked at $2.74M in Q1 2021. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

Curated Wealth Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Curated Wealth Partners sold 8,500 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $1.17M.
Curated Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 16 quarters.
Curated Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $2.74M in Q1 2021.
1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Curated Wealth Partners's 13F filing for Q1 2025, filed 15 Apr 2025.