PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q4	–	Sell	-248	Closed	-$34.5K	–	609
2025 Q3	$34.5K	Sell	248 -18	-7%	-$2.44K	0.01%	320
2025 Q2	$35.9K	Hold	266	–	–	0.01%	296
2025 Q1	$38.8K	Hold	266	–	–	0.01%	283
2024 Q4	$36.6K	Buy	+266	New	+$38.9K	0.01%	289

Other funds holding XLV

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XLV Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 248 shares — an estimated $34.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XLV in Q4 2024 and held it in 4 quarters. The position peaked at $38.8K in Q1 2025. 1,836 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 248 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $34.5K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street Health Care Select Sector SPDR ETF position peaked at $38.8K in Q1 2025.
1,836 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.