Parkside Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Parkside Advisors’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 Q2	$412K	Hold	3,055	–	–	0.09%	61
2025 Q1	$446K	Hold	3,055	–	–	0.11%	56
2024 Q4	$420K	Hold	3,055	–	–	0.1%	58
2024 Q3	$471K	Hold	3,055	–	–	0.11%	56
2024 Q2	$445K	Hold	3,055	–	–	0.11%	57
2024 Q1	$451K	Hold	3,055	–	–	0.12%	60
2023 Q4	$417K	Hold	3,055	–	–	0.12%	55
2023 Q3	$393K	Hold	3,055	–	–	0.12%	52
2023 Q2	$405K	Hold	3,055	–	–	0.13%	47
2023 Q1	$396K	Sell	3,055 -428	-12%	-$55.9K	0.13%	45
2022 Q4	$473K	Buy	+3,483	New	+$462K	0.17%	47

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Parkside Advisors's XLV Position: Q2 2025 in Review

Parkside Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2025 at 3,055 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #61.

Parkside Advisors first reported a position in XLV in Q4 2022 and has held it in 11 quarters since. The position peaked at $473K in Q4 2022. 1,682 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Parkside Advisors held 3,055 shares of State Street Health Care Select Sector SPDR ETF worth $412K as of Q2 2025.
Parkside Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2025.
State Street Health Care Select Sector SPDR ETF made up 0.09% of Parkside Advisors's portfolio in Q2 2025, its #61 holding.
Parkside Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
Parkside Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $473K in Q4 2022.
1,682 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.