Legacy Capital Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Legacy Capital Wealth Partners’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	-1,551	Closed	-$239K	–	395
2024 Q3	$239K	Buy	+1,551	New	+$235K	0.05%	311
2023 Q4	–	Sell	-3,027	Closed	-$390K	–	311
2023 Q3	$390K	Sell	3,027 -8,680	-74%	-$1.15M	0.11%	179
2023 Q2	$1.55M	Sell	11,707 -12,157	-51%	-$1.6M	1.29%	27
2023 Q1	$3.09M	Sell	23,864 -11,686	-33%	-$1.53M	0.84%	29
2022 Q4	$4.83M	Buy	35,550 +3,817	+12%	+$506K	2.31%	17
2022 Q3	$3.84M	Buy	+31,733	New	+$4.09M	2.04%	22

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

Legacy Capital Wealth Partners's XLV Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 1,551 shares — an estimated $239K sold.

Legacy Capital Wealth Partners first reported a position in XLV in Q3 2022 and held it in 6 quarters. The position peaked at $4.83M in Q4 2022. 1,759 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Legacy Capital Wealth Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Legacy Capital Wealth Partners sold 1,551 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $239K.
Legacy Capital Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and held it in 6 quarters.
Legacy Capital Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $4.83M in Q4 2022.
1,759 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.