Curated Wealth Partners’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
2024
Q2
Sell
-8,800
Closed -$1.3M 266
2024
Q1
$1.3M Buy
+8,800
New +$1.26M 0.19% 34

Other funds holding XLV

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.