Forbes Financial Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Forbes Financial Planning’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	-11,100	Closed	-$1.62M	–	37
2025 Q1	$1.62M	Sell	11,100 -9	-0.1%	-$1.31K	1.2%	23
2024 Q4	$1.53M	Sell	11,109 -16,171	-59%	-$2.37M	0.74%	23
2024 Q3	$4.2M	Sell	27,280 -975	-3%	-$148K	3.03%	15
2024 Q2	$4.12M	Sell	28,255 -500	-2%	-$71.7K	3.23%	14
2024 Q1	$4.25M	Sell	28,755 -1,838	-6%	-$264K	3.65%	12
2023 Q4	$4.17M	Sell	30,593 -3,164	-9%	-$412K	3.88%	12
2023 Q3	$4.35M	Sell	33,757 -1,466	-4%	-$195K	4.66%	10
2023 Q2	$4.68M	Sell	35,223 -1,811	-5%	-$239K	4.51%	10
2023 Q1	$4.79M	Buy	37,034 +33,784	+1,040%	+$4.41M	4.72%	10
2022 Q4	$394K	Hold	3,250	–	–	0.57%	23
2022 Q3	$394K	Sell	3,250 -58	-2%	-$7.47K	0.57%	23
2022 Q2	$425K	Sell	3,308 -224	-6%	-$29.4K	0.61%	23
2022 Q1	$484K	Sell	3,532 -314	-8%	-$41.6K	0.6%	21
2021 Q4	$540K	Buy	+3,846	New	+$511K	0.53%	29

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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Forbes Financial Planning's XLV Position: Q2 2025 in Review

Forbes Financial Planning sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 11,100 shares — an estimated $1.62M sold.

Forbes Financial Planning first reported a position in XLV in Q4 2021 and held it in 14 quarters. The position peaked at $4.79M in Q1 2023. 1,679 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Forbes Financial Planning reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Forbes Financial Planning sold 11,100 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $1.62M.
Forbes Financial Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 14 quarters.
Forbes Financial Planning's State Street Health Care Select Sector SPDR ETF position peaked at $4.79M in Q1 2023.
1,679 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Forbes Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.