Mitchell McLeod Pugh & Williams’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
Q3
Sell
-3,503
Closed -$472K 293
2025
Q2
$472K Sell
3,503
-364
-9% -$49.2K 0.09% 190
2025
Q1
$565K Buy
+3,867
New +$562K 0.12% 163

Other funds holding XLV

Mitchell McLeod Pugh & Williams's XLV Position: Q3 2025 in Review

Mitchell McLeod Pugh & Williams sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 3,503 shares — an estimated $472K sold.

Mitchell McLeod Pugh & Williams first reported a position in XLV in Q1 2025 and held it in 2 quarters. The position peaked at $565K in Q1 2025. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Mitchell McLeod Pugh & Williams reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 3,503 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $472K.
  • Mitchell McLeod Pugh & Williams first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
  • Mitchell McLeod Pugh & Williams's State Street Health Care Select Sector SPDR ETF position peaked at $565K in Q1 2025.
  • 1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q3 2025, filed 30 Oct 2025.