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

Lifeworks 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
2026 Q1	$383K	Sell	2,613 -240	-8%	-$37K	0.05%	222
2025 Q4	$442K	Buy	2,853 +409	+17%	+$61.3K	0.06%	222
2025 Q3	$340K	Sell	2,444 -203	-8%	-$27.5K	0.05%	244
2025 Q2	$357K	Buy	2,647 +215	+9%	+$29K	0.05%	236
2025 Q1	$355K	Buy	2,432 +35	+1%	+$5.08K	0.06%	227
2024 Q4	$330K	Sell	2,397 -112	-4%	-$16.4K	0.06%	214
2024 Q3	$386K	Sell	2,509 -3	-0.1%	-$455	0.08%	196
2024 Q2	$366K	Buy	2,512 +270	+12%	+$38.7K	0.1%	155
2024 Q1	$331K	Buy	+2,242	New	+$322K	0.09%	163

Other funds holding XLV

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

Raymond James Financial

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return