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

Paradigm Strategies in 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
2026 Q1	–	Sell	-1,357	Closed	-$210K	–	57
2025 Q4	$210K	Buy	+1,357	New	+$203K	0.14%	47
2023 Q4	–	Sell	-1,779	Closed	-$229K	–	49
2023 Q3	$229K	Buy	1,779 +5	+0.3%	+$664	0.15%	43
2023 Q2	$235K	Buy	1,774 +5	+0.3%	+$659	0.16%	39
2023 Q1	$229K	Buy	1,769 +5	+0.3%	+$653	0.18%	37
2022 Q4	$240K	Buy	1,764 +5	+0.3%	+$663	0.21%	35
2022 Q3	$213K	Buy	+1,759	New	+$227K	0.19%	37
2021 Q3	–	Sell	-1,196	Closed	-$151K	–	240
2021 Q2	$151K	Buy	1,196 +5	+0.4%	+$613	0.14%	57
2021 Q1	$139K	Buy	+1,191	New	+$137K	0.13%	55

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 $1.47T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return