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

GoalFusion 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	–	Sell	-36,568	Closed	-$4.93M	–	31
2025 Q2	$4.93M	Buy	36,568 +2,145	+6%	+$290K	2.53%	9
2025 Q1	$5.03M	Buy	34,423 +19	+0.1%	+$2.76K	2.75%	8
2024 Q4	$4.73M	Buy	34,404 +3,424	+11%	+$501K	2.58%	9
2024 Q3	$4.77M	Buy	30,980 +2,089	+7%	+$317K	2.64%	9
2024 Q2	$4.21M	Buy	28,891 +838	+3%	+$120K	2.62%	8
2024 Q1	$4.14M	Buy	28,053 +49	+0.2%	+$7.03K	2.64%	9
2023 Q4	$3.82M	Buy	28,004 +1,617	+6%	+$210K	2.6%	8
2023 Q3	$3.4M	Buy	26,387 +1,204	+5%	+$160K	2.52%	9
2023 Q2	$3.34M	Buy	25,183 +2,225	+10%	+$293K	2.46%	9
2023 Q1	$2.97M	Buy	+22,958	New	+$3M	2.34%	10

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

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

GoalFusion Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 36,568 shares — an estimated $4.93M sold.

GoalFusion Wealth Management first reported a position in XLV in Q1 2023 and held it in 10 quarters. The position peaked at $5.03M in Q1 2025. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

GoalFusion Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
GoalFusion Wealth Management sold 36,568 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $4.93M.
GoalFusion Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and held it in 10 quarters.
GoalFusion Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $5.03M in Q1 2025.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on GoalFusion Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.