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

FSA 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 Q3	$1.87K	Hold	13	–	–	﹤0.01%	504
2025 Q2	$1.8K	Hold	13	–	–	﹤0.01%	474
2025 Q1	$1.94K	Hold	13	–	–	﹤0.01%	439
2024 Q4	$1.82K	Hold	13	–	–	﹤0.01%	494
2024 Q3	$2.03K	Buy	+13	New	+$1.97K	﹤0.01%	491
2024 Q1	$1.93K	Hold	13	–	–	﹤0.01%	545
2023 Q4	$2K	Buy	+13	New	+$1.69K	﹤0.01%	545
2020 Q3	–	Sell	-46	Closed	-$5K	–	370
2020 Q2	$5K	Hold	46	–	–	﹤0.01%	331
2020 Q1	$4K	Buy	46 +1	+2%	+$97	﹤0.01%	330
2019 Q4	$5K	Buy	+45	New	+$4.33K	﹤0.01%	402

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 $377B AUM 19.32% 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

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

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

NAM

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

FSA Wealth Management's XLV Position: Q3 2025 in Review

FSA Wealth Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2025 at 13 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

FSA Wealth Management first reported a position in XLV in Q4 2019 and has held it in 10 quarters since. The position peaked at $5K in Q2 2020. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

FSA Wealth Management held 13 shares of State Street Health Care Select Sector SPDR ETF worth $1.87K as of Q3 2025.
FSA Wealth Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #504 holding.
FSA Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 10 quarters since.
FSA Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $5K in Q2 2020.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.