Garde Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Garde Capital’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	–	Sell	-1,870	Closed	-$252K	–	828
2025 Q2	$252K	Hold	1,870	–	–	0.01%	210
2025 Q1	$273K	Hold	1,870	–	–	0.02%	194
2024 Q4	$257K	Hold	1,870	–	–	0.02%	191
2024 Q3	$288K	Hold	1,870	–	–	0.02%	178
2024 Q2	$273K	Hold	1,870	–	–	0.02%	178
2024 Q1	$276K	Hold	1,870	–	–	0.02%	181
2023 Q4	$255K	Buy	+1,870	New	+$243K	0.02%	180
2023 Q3	–	Sell	-770	Closed	-$102K	–	285
2023 Q2	$102K	Buy	+770	New	+$102K	0.01%	276
2023 Q1	–	Sell	-770	Closed	-$105K	–	263
2022 Q4	$105K	Buy	+770	New	+$102K	0.01%	242
2022 Q2	–	Sell	-770	Closed	-$105K	–	281
2022 Q1	$105K	Hold	770	–	–	0.01%	271
2021 Q4	$108K	Sell	770 -141	-15%	-$18.7K	0.01%	281
2021 Q3	$116K	Buy	911 +16	+2%	+$2.12K	0.01%	257
2021 Q2	$113K	Hold	895	–	–	0.01%	255
2021 Q1	$104K	Hold	895	–	–	0.01%	251
2020 Q4	$101K	Buy	+895	New	+$97.7K	0.01%	251

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

Garde Capital's XLV Position: Q3 2025 in Review

Garde Capital sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 1,870 shares — an estimated $252K sold.

Garde Capital first reported a position in XLV in Q4 2020 and held it in 15 quarters. The position peaked at $288K in Q3 2024. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Garde Capital reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 1,870 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $252K.
Garde Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 15 quarters.
Garde Capital's State Street Health Care Select Sector SPDR ETF position peaked at $288K in Q3 2024.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.