Lloyd Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lloyd Advisory Services’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	$118K	Buy	803 +496	+162%	+$76.5K	0.03%	195
2025 Q4	$47.5K	Buy	+307	New	+$46K	0.02%	240
2022 Q2	–	Sell	-403	Closed	-$55K	–	601
2022 Q1	$55K	Buy	403 +181	+82%	+$24K	0.03%	217
2021 Q4	$31K	Hold	222	–	–	0.01%	259
2021 Q3	$28K	Hold	222	–	–	0.01%	221
2021 Q2	$28K	Buy	222 +40	+22%	+$4.9K	0.01%	219
2021 Q1	$21K	Hold	182	–	–	0.01%	215
2020 Q4	$21K	Hold	182	–	–	0.01%	174
2020 Q3	$19K	Buy	+182	New	+$19.2K	0.01%	161
2020 Q1	–	Sell	-7	Closed	-$1K	–	412
2019 Q4	$1K	Buy	+7	New	+$673	﹤0.01%	356

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