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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,969
Closed -$288K 146
2025
Q1
$288K Buy
1,969
+7
+0.4% +$1.02K 0.06% 98
2024
Q4
$270K Buy
1,962
+508
+35% +$74.3K 0.06% 104
2024
Q3
$224K Buy
1,454
+5
+0.3% +$758 0.05% 105
2024
Q2
$211K Buy
1,449
+5
+0.3% +$717 0.05% 98
2024
Q1
$212K Buy
+1,444
New +$207K 0.05% 99
2023
Q1
Sell
-146
Closed -$19.8K 674
2022
Q4
$19.8K Buy
+146
New +$19.3K 0.01% 321
2020
Q2
Sell
-11,037
Closed -$1.07M 125
2020
Q1
$1.07M Buy
+11,037
New +$1.07M 0.96% 29

Other funds holding XLV

MinichMacGregor Wealth Management's XLV Position: Q2 2025 in Review

MinichMacGregor Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 1,969 shares — an estimated $288K sold.

MinichMacGregor Wealth Management first reported a position in XLV in Q1 2020 and held it in 7 quarters. The position peaked at $1.07M in Q1 2020. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

  • MinichMacGregor Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,969 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $288K.
  • MinichMacGregor Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and held it in 7 quarters.
  • MinichMacGregor Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.07M in Q1 2020.
  • 1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.