PFM Health Sciences’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

PFM Health Sciences’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	$35M	Buy	+238,900	New	+$36.9M	3.19%	6
2025 Q2	–	Sell	-429,700	Closed	-$62.7M	–	79
2025 Q1	$62.7M	Sell	429,700 -35,000	-8%	-$5.08M	4.56%	6
2024 Q4	$63.9M	Buy	+464,700	New	+$68M	3.96%	3
2017 Q3	–	Sell	-1,647,600	Closed	-$131M	–	106
2017 Q2	$131M	Buy	+1,647,600	New	+$126M	3.52%	4
2017 Q1	–	Sell	-2,713,300	Closed	-$187M	–	122
2016 Q4	$187M	Buy	+2,713,300	New	+$188M	5.27%	1

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

PFM Health Sciences's XLV Position: Q1 2025 in Review

PFM Health Sciences sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 83,806 shares — an estimated $12.2M sold.

PFM Health Sciences first reported a position in XLV in Q4 2024 and held it in 1 quarter. The position peaked at $11.5M in Q4 2024. 1,768 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

PFM Health Sciences reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
PFM Health Sciences sold 83,806 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $12.2M.
PFM Health Sciences first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
PFM Health Sciences's State Street Health Care Select Sector SPDR ETF position peaked at $11.5M in Q4 2024.
1,768 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on PFM Health Sciences's 13F filing for Q1 2025, filed 15 May 2025.