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

Maxele 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
Q4 		$3.54M Sell
22,840
-253
-1% -$37.9K 2.87% 10
2025
Q3 		$3.21M Sell
23,093
-165
-0.7% -$22.3K 2.77% 10
2025
Q2 		$3.13M Sell
23,258
-280
-1% -$37.8K 2.73% 10
2025
Q1 		$3.44M Sell
23,538
-339
-1% -$49.2K 3.32% 7
2024
Q4 		$3.28M Buy
+23,877
New +$3.49M 3.13% 7
2022
Q3 		$3.04M Sell
25,133
-122
-0.5% -$15.7K 5.11% 2
2022
Q2 		$3.24M Sell
25,255
-1,025
-4% -$134K 5.08% 2
2022
Q1 		$3.6M Sell
26,280
-1,290
-5% -$171K 4.47% 4
2021
Q4 		$3.88M Buy
+27,570
New +$3.66M 4.48% 4

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return