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

PBMares 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 Q2	–	Sell	-2,042	Closed	-$298K	–	199
2025 Q1	$298K	Sell	2,042 -130	-6%	-$18.9K	0.06%	148
2024 Q4	$299K	Hold	2,172	–	–	0.06%	148
2024 Q3	$335K	Hold	2,172	–	–	0.07%	137
2024 Q2	$317K	Hold	2,172	–	–	0.08%	141
2024 Q1	$321K	Buy	2,172 +200	+10%	+$28.7K	0.08%	138
2023 Q4	$269K	Sell	1,972 -136	-6%	-$17.7K	0.08%	143
2023 Q3	$271K	Sell	2,108 -21	-1%	-$2.79K	0.1%	136
2023 Q2	$283K	Buy	2,129 +130	+7%	+$17.1K	0.1%	138
2023 Q1	$259K	Sell	1,999 -1	-0.1%	-$131	0.1%	142
2022 Q4	$272K	Sell	2,000 -326	-14%	-$43.2K	0.11%	131
2022 Q3	$282K	Buy	2,326 +661	+40%	+$85.1K	0.12%	128
2022 Q2	$214K	Sell	1,665 -432	-21%	-$56.6K	0.09%	146
2022 Q1	$287K	Buy	+2,097	New	+$278K	0.18%	121

Other funds holding XLV

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

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

PBMares Wealth Management's XLV Position: Q2 2025 in Review

PBMares Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 2,042 shares — an estimated $298K sold.

PBMares Wealth Management first reported a position in XLV in Q1 2022 and held it in 13 quarters. The position peaked at $335K in Q3 2024. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

PBMares Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
PBMares Wealth Management sold 2,042 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $298K.
PBMares Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 13 quarters.
PBMares Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $335K in Q3 2024.
1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on PBMares Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.