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

Napa Wealth Management’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 Q3	$207K	Buy	+1,489	New	+$201K	0.1%	140

Other funds holding XLV

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAM

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

Napa Wealth Management's XLV Position: Q3 2025 in Review

Napa Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025: 1,489 shares worth $207K. The stake represents 0.1% of the portfolio and ranks #140 among its holdings.

1,648 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Napa Wealth Management held 1,489 shares of State Street Health Care Select Sector SPDR ETF worth $207K as of Q3 2025.
State Street Health Care Select Sector SPDR ETF was a new Napa Wealth Management position in Q3 2025.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Napa Wealth Management's portfolio in Q3 2025, its #140 holding.
1,648 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.