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

LM 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	$24.3K	Sell	3,556 -375	-10%	-$57.8K	0.38%	59
2025 Q4	$25.4K	Sell	3,931 -21,074	-84%	-$3.16M	0.46%	55
2025 Q3	$3.48M	Buy	25,005 +330	+1%	+$44.7K	0.5%	42
2025 Q2	$3.33M	Sell	24,675 -1,992	-7%	-$269K	0.43%	39
2025 Q1	$3.89M	Sell	26,667 -1,233	-4%	-$179K	0.7%	27
2024 Q4	$3.84M	Buy	27,900 +689	+3%	+$101K	0.69%	29
2024 Q3	$4.19M	Sell	27,211 -1,459	-5%	-$221K	0.85%	25
2024 Q2	$4.18M	Sell	28,670 -1,275	-4%	-$183K	0.01%	46
2024 Q1	$4.42M	Buy	29,945 +1,383	+5%	+$198K	0.7%	27
2023 Q4	$3.9M	Buy	+28,562	New	+$3.72M	0.78%	24

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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B 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 $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

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