Foguth Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Foguth Wealth 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	-10,594	Closed	-$1.55M	–	166
2025 Q1	$1.55M	Buy	10,594 +1,784	+20%	+$259K	0.38%	50
2024 Q4	$1.27M	Buy	8,810 +3,211	+57%	+$470K	0.33%	56
2024 Q3	$850K	Sell	5,599 -212	-4%	-$32.1K	0.31%	54
2024 Q2	$847K	Buy	5,811 +2,056	+55%	+$295K	0.37%	47
2024 Q1	$555K	Buy	+3,755	New	+$539K	0.3%	67

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

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

Foguth Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 10,594 shares — an estimated $1.55M sold.

Foguth Wealth Management first reported a position in XLV in Q1 2024 and held it in 5 quarters. The position peaked at $1.55M in Q1 2025. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Foguth Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Foguth Wealth Management sold 10,594 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $1.55M.
Foguth Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
Foguth Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.55M in Q1 2025.
1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Foguth Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.