GoalVest Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-27
Closed -$3.94K 537
2025
Q1
$3.94K Hold
27
﹤0.01% 297
2024
Q4
$3.71K Buy
+27
New +$3.95K ﹤0.01% 319
2023
Q1
Sell
-18,181
Closed -$2.47M 298
2022
Q4
$2.47M Buy
18,181
+747
+4% +$99K 1.59% 13
2022
Q3
$2.11M Sell
17,434
-411
-2% -$52.9K 1.48% 18
2022
Q2
$2.3M Buy
17,845
+1,637
+10% +$215K 1.46% 15
2022
Q1
$2.22M Buy
+16,208
New +$2.15M 1.25% 22

Other funds holding XLV

GoalVest Advisory's XLV Position: Q2 2025 in Review

GoalVest Advisory sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 27 shares — an estimated $3.94K sold.

GoalVest Advisory first reported a position in XLV in Q1 2022 and held it in 6 quarters. The position peaked at $2.47M in Q4 2022. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

  • GoalVest Advisory reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 27 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $3.94K.
  • GoalVest Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
  • GoalVest Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $2.47M 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 GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.