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

Fonville 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
-1,449
Closed -$205K – 129
2025
Q1 		$205K Buy
+1,449
New +$211K 0.06% 117
2024
Q4 		– Sell
-2,279
Closed -$351K – 117
2024
Q3 		$351K Buy
+2,279
New +$345K 0.12% 82

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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

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

Fonville Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 1,449 shares — an estimated $205K sold.

Fonville Wealth Management first reported a position in XLV in Q3 2024 and held it in 2 quarters. The position peaked at $351K in Q3 2024. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

  • Fonville Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Fonville Wealth Management sold 1,449 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $205K.
  • Fonville Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
  • Fonville Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $351K in Q3 2024.
  • 1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Fonville Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.