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

Laird Norton Wetherby 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
2024 Q4	$337K	Buy	+2,450	New	+$359K	0.02%	664
2018 Q1	–	Sell	-636	Closed	-$53K	–	700
2017 Q4	$53K	Hold	636	–	–	0.01%	646
2017 Q3	$52K	Buy	+636	New	+$51.1K	0.01%	618
2017 Q2	–	Sell	-4,009	Closed	-$298K	–	582
2017 Q1	$298K	Buy	+4,009	New	+$292K	0.05%	429
2015 Q3	–	Sell	-636	Closed	-$47K	–	505
2015 Q2	$47K	Buy	+636	New	+$47.1K	0.01%	480

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

Laird Norton Wetherby Wealth Management's XLV Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024: 2,450 shares worth $337K. The stake represents 0.02% of the portfolio and ranks #664 among its holdings. This is a return to the name: Laird Norton Wetherby Wealth Management previously reported a position in XLV as recently as Q4 2017.

Laird Norton Wetherby Wealth Management first reported a position in XLV in Q2 2015 and has held it in 5 quarters since. 1,759 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Laird Norton Wetherby Wealth Management held 2,450 shares of State Street Health Care Select Sector SPDR ETF worth $337K as of Q4 2024.
State Street Health Care Select Sector SPDR ETF was a new Laird Norton Wetherby Wealth Management position in Q4 2024.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #664 holding.
Laird Norton Wetherby Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2015 and has held it in 5 quarters since.
1,759 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.