Legacy Investment Solutions’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Legacy Investment Solutions’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
2025 Q2	$8.9K	Buy	+66	New	+$8.91K	﹤0.01%	332
2024 Q4	$9.66K	Sell	66 -150	-69%	-$22K	0.01%	293
2024 Q3	$31.7K	Buy	+216	New	+$32.7K	0.02%	154

Other funds holding XLV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

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

Legacy Investment Solutions's XLV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025: 66 shares worth $8.9K. The stake represents ﹤0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in XLV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in XLV in Q3 2024 and has held it in 3 quarters since. The position peaked at $31.7K in Q3 2024. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Legacy Investment Solutions held 66 shares of State Street Health Care Select Sector SPDR ETF worth $8.9K as of Q2 2025.
State Street Health Care Select Sector SPDR ETF was a new Legacy Investment Solutions position in Q2 2025.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #332 holding.
Legacy Investment Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 3 quarters since.
Legacy Investment Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $31.7K in Q3 2024.
1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.