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

McClarren 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	-102	Closed	-$15K	–	311
2025 Q1	$15K	Buy	102 +11	+12%	+$1.6K	0.01%	199
2024 Q4	$12K	Hold	91	–	–	0.03%	147
2024 Q3	$14	Sell	91 -54	-37%	-$8.19K	﹤0.01%	178
2024 Q2	$13K	Buy	+145	New	+$20.8K	0.01%	236
2024 Q1	–	Sell	-157	Closed	-$21K	–	428
2023 Q4	$21K	Buy	157 +1	+0.6%	+$130	0.02%	233
2023 Q3	$20K	Hold	156	–	–	0.02%	221
2023 Q2	$20K	Buy	156 +1	+0.6%	+$132	0.02%	217
2023 Q1	$20K	Buy	155 +1	+0.6%	+$131	0.02%	209
2022 Q4	$21K	Hold	154	–	–	0.02%	208
2022 Q3	$18K	Buy	+154	New	+$19.8K	0.02%	202

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

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

McClarren Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 102 shares — an estimated $15K sold.

McClarren Financial Advisors first reported a position in XLV in Q3 2022 and held it in 10 quarters. The position peaked at $21K in Q4 2023. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

McClarren Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 102 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $15K.
McClarren Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and held it in 10 quarters.
McClarren Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $21K in Q4 2023.
1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.