DRS
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Deane Retirement Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Deane Retirement Strategies’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
Q2 		– Sell
-42
Closed -$6.16K – 76
2026
Q1 		$6.16K Sell
42
-52,417
-100% -$8.09M ﹤0.01% 42
2025
Q4 		$8.15M Buy
+52,459
New +$7.86M 3.37% 8
2024
Q2 		– Sell
-27,872
Closed -$4.11M – 93
2024
Q1 		$4.11M Sell
27,872
-70,422
-72% -$10.1M 2.09% 15
2023
Q4 		$13.4M Buy
98,294
+26,637
+37% +$3.47M 7.31% 4
2023
Q3 		$9.23M Buy
71,657
+56
+0.1% +$7.43K 5.15% 6
2023
Q2 		$9.5M Buy
71,601
+167
+0.2% +$22K 5.21% 6
2023
Q1 		$9.24M Buy
71,434
+42,840
+150% +$5.6M 5.1% 5
2022
Q4 		$3.88M Sell
28,594
-162
-0.6% -$21.5K 2.17% 10
2022
Q3 		$3.48M Buy
28,756
+818
+3% +$105K 2.14% 8
2022
Q2 		$3.62M Sell
27,938
-323
-1% -$42.3K 2.25% 11
2022
Q1 		$3.9M Buy
+28,261
New +$3.74M 2.15% 14
2020
Q2 		– Sell
-59,507
Closed -$5.27M – 73
2020
Q1 		$5.27M Buy
59,507
+394
+0.7% +$38.3K 3.9% 6
2019
Q4 		$6.02M Buy
+59,113
New +$5.68M 4.12% 5
2015
Q3 		– Sell
-48,605
Closed -$2.94M – 56
2015
Q2 		$2.94M Sell
48,605
-118,795
-71% -$8.8M 3.02% 10
2015
Q1 		$3.62M Buy
+167,400
New +$11.9M 3.48% 4

Other funds holding XLV

AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return