Kaizen Financial Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kaizen Financial Strategies’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	–	Sell	-2,630	Closed	-$405K	–	150
2024 Q3	$405K	Hold	2,630	–	–	0.24%	75
2024 Q2	$395K	Sell	2,630 -970	-27%	-$139K	0.25%	68
2024 Q1	$532K	Hold	3,600	–	–	0.36%	50
2023 Q4	$491K	Sell	3,600 -250	-6%	-$32.5K	0.37%	48
2023 Q3	$496K	Sell	3,850 -1,294	-25%	-$172K	0.42%	41
2023 Q2	$667K	Hold	5,144	–	–	0.57%	35
2023 Q1	$666K	Sell	5,144 -2,036	-28%	-$266K	0.66%	32
2022 Q4	$973K	Sell	7,180 -732	-9%	-$97K	0.96%	31
2022 Q3	$958K	Sell	7,912 -970	-11%	-$125K	0.97%	31
2022 Q2	$1.14M	Sell	8,882 -193	-2%	-$25.3K	1.12%	28
2022 Q1	$1.24M	Buy	9,075 +39	+0.4%	+$5.16K	0.97%	29
2021 Q4	$1.27M	Buy	9,036 +497	+6%	+$66K	0.95%	28
2021 Q3	$1.09M	Buy	+8,539	New	+$1.13M	0.88%	28
2021 Q1	$302K	Sell	2,590 -5,210	-67%	-$601K	0.29%	101
2020 Q4	$885K	Buy	+7,800	New	+$851K	0.98%	23

Other funds holding XLV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Kaizen Financial Strategies's XLV Position: Q4 2024 in Review

Kaizen Financial Strategies sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 2,630 shares — an estimated $405K sold.

Kaizen Financial Strategies first reported a position in XLV in Q4 2020 and held it in 15 quarters. The position peaked at $1.27M in Q4 2021. 1,759 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Kaizen Financial Strategies reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Kaizen Financial Strategies sold 2,630 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $405K.
Kaizen Financial Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 15 quarters.
Kaizen Financial Strategies's State Street Health Care Select Sector SPDR ETF position peaked at $1.27M in Q4 2021.
1,759 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Kaizen Financial Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.