Legend Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Legend Financial Advisors’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 Q3	–	Sell	-12	Closed	-$1.62K	–	166
2025 Q2	$1.62K	Buy	+12	New	+$1.62K	﹤0.01%	158
2025 Q1	–	Sell	-32	Closed	-$4.4K	–	260
2024 Q4	$4.4K	Hold	32	–	–	﹤0.01%	163
2024 Q3	$4.93K	Buy	32 +7	+28%	+$1.06K	﹤0.01%	128
2024 Q2	$3.64K	Buy	25 +3	+14%	+$430	﹤0.01%	202
2024 Q1	$3.25K	Sell	22 -13	-37%	-$1.86K	﹤0.01%	167
2023 Q4	$4.77K	Hold	35	–	–	﹤0.01%	151
2023 Q3	$4.51K	Buy	35 +5	+17%	+$664	﹤0.01%	163
2023 Q2	$3.98K	Buy	30 +25	+500%	+$3.3K	﹤0.01%	188
2023 Q1	$647	Hold	5	–	–	﹤0.01%	226
2022 Q4	$679	Buy	+5	New	+$663	﹤0.01%	238

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Legend Financial Advisors's XLV Position: Q3 2025 in Review

Legend Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 12 shares — an estimated $1.62K sold.

Legend Financial Advisors first reported a position in XLV in Q4 2022 and held it in 10 quarters. The position peaked at $4.93K in Q3 2024. 1,651 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Legend Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 12 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $1.62K.
Legend Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
Legend Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $4.93K in Q3 2024.
1,651 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.