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

Mayflower Financial 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 Q2	–	Sell	-3,201	Closed	-$467K	–	414
2025 Q1	$467K	Sell	3,201 -42	-1%	-$6.1K	0.07%	240
2024 Q4	$446K	Buy	+3,243	New	+$475K	0.07%	241
2023 Q3	–	Sell	-1,959	Closed	-$260K	–	369
2023 Q2	$260K	Buy	+1,959	New	+$258K	0.03%	297

Other funds holding XLV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

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

Mayflower Financial Advisors's XLV Position: Q2 2025 in Review

Mayflower Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 3,201 shares — an estimated $467K sold.

Mayflower Financial Advisors first reported a position in XLV in Q2 2023 and held it in 3 quarters. The position peaked at $467K in Q1 2025. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Mayflower Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Mayflower Financial Advisors sold 3,201 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $467K.
Mayflower Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and held it in 3 quarters.
Mayflower Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $467K in Q1 2025.
1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Mayflower Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.