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

MBL Wealth’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	-1,499	Closed	-$219K	–	258
2025 Q1	$219K	Buy	+1,499	New	+$218K	0.02%	219
2024 Q4	–	Sell	-1,618	Closed	-$249K	–	230
2024 Q3	$249K	Sell	1,618 -1,530	-49%	-$232K	0.03%	177
2024 Q2	$459K	Sell	3,148 -3,265	-51%	-$468K	0.05%	133
2024 Q1	$947K	Buy	+6,413	New	+$920K	0.11%	92
2023 Q1	–	Sell	-22,777	Closed	-$3.09M	–	183
2022 Q4	$3.09M	Buy	22,777 +1,181	+5%	+$156K	0.59%	34
2022 Q3	$2.62M	Buy	21,596 +1,969	+10%	+$254K	0.56%	38
2022 Q2	$2.52M	Buy	19,627 +4,540	+30%	+$595K	0.63%	37
2022 Q1	$2.07M	Buy	+15,087	New	+$2M	0.5%	41

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

MBL Wealth's XLV Position: Q2 2025 in Review

MBL Wealth sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 1,499 shares — an estimated $219K sold.

MBL Wealth first reported a position in XLV in Q1 2022 and held it in 8 quarters. The position peaked at $3.09M in Q4 2022. 1,682 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

MBL Wealth reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
MBL Wealth sold 1,499 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $219K.
MBL Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
MBL Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $3.09M in Q4 2022.
1,682 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on MBL Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.