GHP Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

GHP Investment 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 Q1	–	Sell	-39	Closed	-$5.37K	–	1044
2024 Q4	$5.37K	Sell	39 -14	-26%	-$2.05K	﹤0.01%	783
2024 Q3	$8.16K	Hold	53	–	–	﹤0.01%	748
2024 Q2	$7.72K	Buy	+53	New	+$7.6K	﹤0.01%	729
2023 Q2	–	Sell	-461	Closed	-$59.7K	–	973
2023 Q1	$59.7K	Sell	461 -500	-52%	-$65.3K	﹤0.01%	474
2022 Q4	$131K	Buy	961 +175	+22%	+$23.2K	0.01%	405
2022 Q3	$95K	Hold	786	–	–	0.01%	430
2022 Q2	$101K	Hold	786	–	–	0.01%	423
2022 Q1	$108K	Buy	+786	New	+$104K	0.01%	415

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GHP Investment Advisors's XLV Position: Q1 2025 in Review

GHP Investment Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 39 shares — an estimated $5.37K sold.

GHP Investment Advisors first reported a position in XLV in Q1 2022 and held it in 8 quarters. The position peaked at $131K in Q4 2022. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

GHP Investment Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
GHP Investment Advisors sold 39 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $5.37K.
GHP Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
GHP Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $131K in Q4 2022.
1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on GHP Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.