GBA
XLV icon

Garrison Bradford & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Garrison Bradford & Associates’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
-100
Closed -$14.6K – 61
2025
Q1 		$14.6K Buy
+100
New +$14.5K 0.02% 54

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

Garrison Bradford & Associates's XLV Position: Q2 2025 in Review

Garrison Bradford & Associates sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 100 shares — an estimated $14.6K sold.

Garrison Bradford & Associates first reported a position in XLV in Q1 2025 and held it in 1 quarter. The position peaked at $14.6K in Q1 2025. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

  • Garrison Bradford & Associates reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Garrison Bradford & Associates sold 100 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $14.6K.
  • Garrison Bradford & Associates first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Garrison Bradford & Associates's State Street Health Care Select Sector SPDR ETF position peaked at $14.6K in Q1 2025.
  • 1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Garrison Bradford & Associates's 13F filing for Q2 2025, filed 5 Aug 2025.