Dynamic Wealth Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Dynamic Wealth 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 Q1	$1.53M	Buy	10,467 +1,714	+20%	+$264K	0.89%	26
2025 Q4	$1.35M	Buy	8,753 +3,535	+68%	+$529K	0.81%	27
2025 Q3	$726K	Buy	5,218 +4	+0.1%	+$541	0.49%	34
2025 Q2	$703K	Sell	5,214 -294	-5%	-$39.7K	0.51%	31
2025 Q1	$804K	Buy	5,508 +1,156	+27%	+$168K	0.67%	28
2024 Q4	$599K	Buy	4,352 +107	+3%	+$15.7K	0.53%	31
2024 Q3	$654K	Sell	4,245 -210	-5%	-$31.8K	0.53%	29
2024 Q2	$649K	Buy	4,455 +149	+3%	+$21.4K	0.56%	29
2024 Q1	$636K	Buy	4,306 +2,213	+106%	+$317K	0.54%	28
2023 Q4	$285K	Buy	+2,093	New	+$272K	0.26%	45

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