POM Investment Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

POM Investment Strategies’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
2024 Q4	–	Sell	-18	Closed	-$2.77K	–	386
2024 Q3	$2.77K	Sell	18 -25	-58%	-$3.79K	﹤0.01%	212
2024 Q2	$6.27K	Hold	43	–	–	0.01%	214
2024 Q1	$6.35K	Hold	43	–	–	0.01%	132
2023 Q4	$5.86K	Buy	+43	New	+$5.59K	0.01%	126

Other funds holding XLV

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAM

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

POM Investment Strategies's XLV Position: Q4 2024 in Review

POM Investment Strategies sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 18 shares — an estimated $2.77K sold.

POM Investment Strategies first reported a position in XLV in Q4 2023 and held it in 4 quarters. The position peaked at $6.35K in Q1 2024. 1,760 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

POM Investment Strategies reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
POM Investment Strategies sold 18 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $2.77K.
POM Investment Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
POM Investment Strategies's State Street Health Care Select Sector SPDR ETF position peaked at $6.35K in Q1 2024.
1,760 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on POM Investment Strategies's 13F filing for Q4 2024, filed 29 Jan 2025.