Game Plan Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Game Plan Financial Advisors’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	-815	Closed	-$119K	–	381
2025 Q1	$119K	Buy	815 +2	+0.2%	+$291	0.06%	103
2024 Q4	$111K	Sell	813 -10,201	-93%	-$1.49M	0.05%	108
2024 Q3	$1.7M	Sell	11,014 -125	-1%	-$18.9K	0.82%	39
2024 Q2	$1.62M	Buy	11,139 +873	+9%	+$125K	0.8%	42
2024 Q1	$1.52M	Hold	10,266	–	–	0.77%	47
2023 Q4	$1.4M	Buy	+10,266	New	+$1.34M	0.8%	39
2022 Q4	$2.94M	Buy	21,662 +16,815	+347%	+$2.23M	2.42%	13
2022 Q3	$587K	Sell	4,847 -375	-7%	-$48.3K	0.5%	48
2022 Q2	$667K	Buy	+5,222	New	+$684K	0.54%	52
2021 Q3	–	Sell	-3,411	Closed	-$430K	–	115
2021 Q2	$430K	Buy	3,411 +375	+12%	+$46K	0.26%	69
2021 Q1	$356K	Sell	3,036 -115	-4%	-$13.3K	0.23%	74
2020 Q4	$357K	Buy	+3,151	New	+$344K	0.25%	69
2020 Q2	–	Sell	-3,116	Closed	-$276K	–	97
2020 Q1	$276K	Buy	+3,116	New	+$303K	0.32%	58

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

Game Plan Financial Advisors's XLV Position: Q2 2025 in Review

Game Plan Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 815 shares — an estimated $119K sold.

Game Plan Financial Advisors first reported a position in XLV in Q1 2020 and held it in 13 quarters. The position peaked at $2.94M in Q4 2022. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Game Plan Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Game Plan Financial Advisors sold 815 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $119K.
Game Plan Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and held it in 13 quarters.
Game Plan Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.94M in Q4 2022.
1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Game Plan Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.