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Northwest & Ethical Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Northwest & Ethical Investments’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
2023
Q1 		– Sell
-20,700
Closed -$2.81M – 415
2022
Q4 		$2.81M Buy
+20,700
New +$2.74M 0.1% 214

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwest & Ethical Investments's XLV Position: Q1 2023 in Review

Northwest & Ethical Investments sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2023, closing a stake of 20,700 shares — an estimated $2.81M sold.

Northwest & Ethical Investments first reported a position in XLV in Q4 2022 and held it in 1 quarter. The position peaked at $2.81M in Q4 2022. 1,508 funds tracked by Wall St. Rank hold XLV as of Q1 2023.

  • Northwest & Ethical Investments reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Northwest & Ethical Investments sold 20,700 State Street Health Care Select Sector SPDR ETF shares in Q1 2023, an estimated $2.81M.
  • Northwest & Ethical Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Northwest & Ethical Investments's State Street Health Care Select Sector SPDR ETF position peaked at $2.81M in Q4 2022.
  • 1,508 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2023.

Based on Northwest & Ethical Investments's 13F filing for Q1 2023, filed 9 Jul 2025.