Lugano Financial Advisors SA (LFA)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-228
Closed -$31.4K 209
2024
Q4
$31.4K Hold
228
0.02% 161
2024
Q3
$35.1K Hold
228
0.02% 154
2024
Q2
$33.2K Hold
228
0.03% 146
2024
Q1
$33.7K Sell
228
-463
-67% -$66.4K 0.02% 138
2023
Q4
$94.2K Buy
691
+129
+23% +$16.8K 0.07% 92
2023
Q3
$72.4K Buy
562
+348
+163% +$46.2K 0.06% 98
2023
Q2
$28.4K Buy
+214
New +$28.2K 0.02% 145

Other funds holding XLV

Lugano Financial Advisors SA (LFA)'s XLV Position: Q1 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 228 shares — an estimated $31.4K sold.

Lugano Financial Advisors SA (LFA) first reported a position in XLV in Q2 2023 and held it in 7 quarters. The position peaked at $94.2K in Q4 2023. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 228 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $31.4K.
  • Lugano Financial Advisors SA (LFA) first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and held it in 7 quarters.
  • Lugano Financial Advisors SA (LFA)'s State Street Health Care Select Sector SPDR ETF position peaked at $94.2K in Q4 2023.
  • 1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2025, filed 28 Apr 2025.