Financial Services Advisory’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 -$793K 63
2025
Q1
$793K Buy
+5,430
New +$789K 0.3% 37
2024
Q4
Sell
-53,545
Closed -$8.25M 64
2024
Q3
$8.25M Buy
+53,545
New +$8.12M 1.99% 17
2024
Q2
Sell
-5,613
Closed -$829K 63
2024
Q1
$829K Buy
+5,613
New +$805K 0.21% 45
2023
Q1
Sell
-80,959
Closed -$11M 45
2022
Q4
$11M Buy
80,959
+46,458
+135% +$6.16M 7.1% 6
2022
Q3
$4.18M Sell
34,501
-495
-1% -$63.8K 15.23% 3
2022
Q2
$4.49M Buy
+34,996
New +$4.59M 18.34% 3
2021
Q4
Sell
-56,689
Closed -$7.22M 53
2021
Q3
$7.22M Buy
+56,689
New +$7.49M 2.45% 13

Other funds holding XLV

Financial Services Advisory's XLV Position: Q2 2025 in Review

Financial Services Advisory sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 5,430 shares — an estimated $793K sold.

Financial Services Advisory first reported a position in XLV in Q3 2021 and held it in 7 quarters. The position peaked at $11M in Q4 2022. 1,682 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

  • Financial Services Advisory reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Services Advisory sold 5,430 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $793K.
  • Financial Services Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and held it in 7 quarters.
  • Financial Services Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $11M in Q4 2022.
  • 1,682 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Financial Services Advisory's 13F filing for Q2 2025, filed 21 Jul 2025.