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

Lowe Wealth 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	$10.4K	Hold	75	–	–	﹤0.01%	253
2025 Q2	$10.1K	Hold	75	–	–	﹤0.01%	251
2025 Q1	$11K	Hold	75	–	–	﹤0.01%	243
2024 Q4	$10.3K	Hold	75	–	–	﹤0.01%	234
2024 Q3	$11.6K	Hold	75	–	–	0.01%	212
2024 Q2	$10.9K	Hold	75	–	–	0.01%	216
2024 Q1	$11.1K	Sell	75 -2,580	-97%	-$370K	0.01%	204
2023 Q4	$362K	Sell	2,655 -425	-14%	-$55.3K	0.18%	36
2023 Q3	$397K	Sell	3,080 -370	-11%	-$49.1K	0.21%	33
2023 Q2	$458K	Sell	3,450 -430	-11%	-$56.7K	0.23%	33
2023 Q1	$502K	Buy	3,880 +180	+5%	+$23.5K	0.27%	29
2022 Q4	$503K	Sell	3,700 -50	-1%	-$6.63K	0.28%	31
2022 Q3	$454K	Buy	3,750 +130	+4%	+$16.7K	0.27%	30
2022 Q2	$464K	Buy	3,620 +2,905	+406%	+$381K	0.25%	31
2022 Q1	$98K	Buy	715 +528	+282%	+$69.9K	0.04%	71
2021 Q4	$26K	Hold	187	–	–	0.01%	135
2021 Q3	$24K	Hold	187	–	–	0.01%	133
2021 Q2	$24K	Buy	+187	New	+$22.9K	0.01%	132
2019 Q2	–	Sell	-66	Closed	-$6K	–	319
2019 Q1	$6K	Buy	+66	New	+$5.95K	﹤0.01%	178
2018 Q1	–	Sell	-26,694	Closed	-$2.21M	–	271
2017 Q4	$2.21M	Sell	26,694 -229	-0.9%	-$18.9K	1.34%	14
2017 Q3	$2.2M	Sell	26,923 -269	-1%	-$21.6K	1.37%	16
2017 Q2	$2.15M	Buy	27,192 +556	+2%	+$42.4K	1.37%	16
2017 Q1	$1.98M	Sell	26,636 -104	-0.4%	-$7.58K	1.3%	16
2016 Q4	$1.84M	Sell	26,740 -194	-0.7%	-$13.5K	1.26%	16
2016 Q3	$1.94M	Sell	26,934 -204	-0.8%	-$15K	1.32%	17
2016 Q2	$1.95M	Buy	27,138 +921	+4%	+$64.9K	1.31%	16
2016 Q1	$1.78M	Buy	26,217 +2,280	+10%	+$153K	1.22%	17
2015 Q4	$1.72M	Buy	23,937 +1,891	+9%	+$134K	1.17%	17
2015 Q3	$1.46M	Buy	22,046 +2,011	+10%	+$147K	1.11%	17
2015 Q2	$1.49M	Buy	20,035 +19,976	+33,858%	+$1.48M	1.01%	20
2015 Q1	$4K	Buy	+59	New	+$4.21K	﹤0.01%	174

Other funds holding XLV

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAM

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

Lowe Wealth Advisors's XLV Position: Q3 2025 in Review

Lowe Wealth Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2025 at 75 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Lowe Wealth Advisors first reported a position in XLV in Q1 2015 and has held it in 31 quarters since. The position peaked at $2.21M in Q4 2017. 1,648 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Lowe Wealth Advisors held 75 shares of State Street Health Care Select Sector SPDR ETF worth $10.4K as of Q3 2025.
Lowe Wealth Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #253 holding.
Lowe Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and has held it in 31 quarters since.
Lowe Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.21M in Q4 2017.
1,648 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.