Maxwell Wealth Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Maxwell Wealth Strategies’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
2024 Q4	$299K	Hold	2,173	–	–	0.12%	97
2024 Q3	$321K	Hold	2,173	–	–	0.14%	94
2024 Q2	$317K	Hold	2,173	–	–	0.16%	90
2024 Q1	$308K	Buy	+2,173	New	+$312K	0.16%	92

Other funds holding XLV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAM

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

Maxwell Wealth Strategies's XLV Position: Q4 2024 in Review

Maxwell Wealth Strategies held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q4 2024 at 2,173 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #97.

Maxwell Wealth Strategies first reported a position in XLV in Q1 2024 and has held it in 4 quarters since. The position peaked at $321K in Q3 2024. 1,759 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Maxwell Wealth Strategies held 2,173 shares of State Street Health Care Select Sector SPDR ETF worth $299K as of Q4 2024.
Maxwell Wealth Strategies left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #97 holding.
Maxwell Wealth Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 4 quarters since.
Maxwell Wealth Strategies's State Street Health Care Select Sector SPDR ETF position peaked at $321K in Q3 2024.
1,759 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.