Householder Group Estate & Retirement Specialist’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$1.71M	Sell	12,400 -5,013	-29%	-$734K	1.27%	15
2024 Q3	$2.68M	Sell	17,413 -718	-4%	-$109K	0.78%	25
2024 Q2	$2.64M	Sell	18,131 -419	-2%	-$60.1K	0.74%	27
2024 Q1	$2.74M	Buy	18,550 +523	+3%	+$75K	0.82%	23
2023 Q4	$2.46M	Sell	18,027 -2,983	-14%	-$388K	0.81%	27
2023 Q3	$2.7M	Buy	+21,010	New	+$2.79M	0.97%	19
2023 Q1	$2.86M	Buy	+22,058	New	+$2.88M	1.1%	15
2022 Q4	–	Sell	-13,515	Closed	-$1.64M	–	1189
2022 Q3	$1.64M	Buy	13,515 +135	+1%	+$17.4K	0.67%	28
2022 Q2	$1.72M	Sell	13,380 -9,802	-42%	-$1.28M	0.77%	29
2022 Q1	$3.18M	Buy	23,182 +10,273	+80%	+$1.36M	1.28%	16
2021 Q4	$1.82M	Buy	+12,909	New	+$1.71M	0.68%	34

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XLV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 29% in Q4 2024, selling an estimated $734K and leaving 12,400 shares worth $1.71M. The position accounts for 1.27% of the portfolio, ranked #15.

Householder Group Estate & Retirement Specialist first reported a position in XLV in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.18M in Q1 2022. 1,761 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Householder Group Estate & Retirement Specialist held 12,400 shares of State Street Health Care Select Sector SPDR ETF worth $1.71M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 5,013 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $734K.
State Street Health Care Select Sector SPDR ETF made up 1.27% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #15 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's State Street Health Care Select Sector SPDR ETF position peaked at $3.18M in Q1 2022.
1,761 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.