Dynasty Wealth Management’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
2025
Q2
Sell
-5,430
Closed -$270K 258
2025
Q1
$270K Buy
+5,430
New +$789K ﹤0.01% 232
2024
Q2
Sell
-363,263
Closed -$53.7M 277
2024
Q1
$53.7M Buy
+363,263
New +$52.1M 1.71% 14

Other funds holding XLV

Dynasty Wealth Management's XLV Position: Q2 2025 in Review

Dynasty Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 5,430 shares — an estimated $270K sold.

Dynasty Wealth Management first reported a position in XLV in Q1 2024 and held it in 2 quarters. The position peaked at $53.7M in Q1 2024. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

  • Dynasty Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 5,430 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $270K.
  • Dynasty Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and held it in 2 quarters.
  • Dynasty Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $53.7M in Q1 2024.
  • 1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Dynasty Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.