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

Cyndeo 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
2026 Q1	–	Sell	-1,374	Closed	-$213K	–	521
2025 Q4	$213K	Buy	+1,374	New	+$206K	0.01%	459
2025 Q2	–	Sell	-1,716	Closed	-$251K	–	495
2025 Q1	$251K	Buy	+1,716	New	+$249K	0.02%	403
2024 Q4	–	Sell	-1,426	Closed	-$220K	–	466
2024 Q3	$220K	Buy	+1,426	New	+$216K	0.02%	422
2023 Q4	–	Sell	-2,189	Closed	-$282K	–	381
2023 Q3	$282K	Buy	2,189 +149	+7%	+$19.8K	0.03%	286
2023 Q2	$271K	Hold	2,040	–	–	0.03%	281
2023 Q1	$264K	Buy	2,040 +1	+0%	+$131	0.03%	279
2022 Q4	$277K	Buy	+2,039	New	+$270K	0.03%	265

Other funds holding XLV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return