Firestone Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Firestone Capital Management’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
2025 Q2	–	Sell	-1,387	Closed	-$202K	–	166
2025 Q1	$202K	Sell	1,387 -512	-27%	-$74.4K	0.05%	146
2024 Q4	$261K	Buy	1,899 +84	+5%	+$12.3K	0.06%	132
2024 Q3	$279K	Sell	1,815 -74	-4%	-$11.2K	0.07%	121
2024 Q2	$275K	Sell	1,889 -98	-5%	-$14.1K	0.08%	117
2024 Q1	$294K	Buy	+1,987	New	+$285K	0.08%	110
2021 Q4	–	Sell	-51	Closed	-$6K	–	458
2021 Q3	$6K	Hold	51	–	–	﹤0.01%	407
2021 Q2	$6K	Buy	51 +1	+2%	+$123	﹤0.01%	398
2021 Q1	$6K	Hold	50	–	–	﹤0.01%	401
2020 Q4	$6K	Buy	+50	New	+$5.46K	﹤0.01%	400

Other funds holding XLV

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Firestone Capital Management's XLV Position: Q2 2025 in Review

Firestone Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 1,387 shares — an estimated $202K sold.

Firestone Capital Management first reported a position in XLV in Q4 2020 and held it in 9 quarters. The position peaked at $294K in Q1 2024. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Firestone Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Firestone Capital Management sold 1,387 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $202K.
Firestone Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 9 quarters.
Firestone Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $294K 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 Firestone Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.