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

Powell Investment 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	–	Sell	-3,615	Closed	-$528K	–	170
2025 Q1	$528K	Hold	3,615	–	–	0.26%	57
2024 Q4	$497K	Buy	3,615 +3,351	+1,269%	+$490K	0.23%	68
2024 Q3	$40.7K	Hold	264	–	–	0.02%	142
2024 Q2	$38.5K	Hold	264	–	–	0.02%	142
2024 Q1	$39K	Hold	264	–	–	0.02%	139
2023 Q4	$36K	Hold	264	–	–	0.02%	142
2023 Q3	$34K	Hold	264	–	–	0.02%	133
2023 Q2	$35K	Hold	264	–	–	0.02%	124
2023 Q1	$34.2K	Hold	264	–	–	0.02%	125
2022 Q4	$35.9K	Hold	264	–	–	0.02%	120
2022 Q3	$32K	Hold	264	–	–	0.02%	119
2022 Q2	$34K	Sell	264 -3,242	-92%	-$425K	0.02%	134
2022 Q1	$480K	Buy	3,506 +11	+0.3%	+$1.46K	0.28%	54
2021 Q4	$492K	Buy	3,495 +12	+0.3%	+$1.59K	0.28%	51
2021 Q3	$443K	Buy	3,483 +11	+0.3%	+$1.45K	0.27%	53
2021 Q2	$437K	Buy	3,472 +12	+0.3%	+$1.47K	0.27%	50
2021 Q1	$404K	Buy	3,460 +11	+0.3%	+$1.27K	0.26%	52
2020 Q4	$391K	Buy	3,449 +13	+0.4%	+$1.42K	0.3%	50
2020 Q3	$362K	Buy	3,436 +13	+0.4%	+$1.37K	0.31%	48
2020 Q2	$342K	Buy	3,423 +3,159	+1,197%	+$312K	0.33%	52
2020 Q1	$23K	Hold	264	–	–	0.03%	109
2019 Q4	$27K	Buy	+264	New	+$25.4K	0.03%	114

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

Powell Investment Advisors's XLV Position: Q2 2025 in Review

Powell Investment Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 3,615 shares — an estimated $528K sold.

Powell Investment Advisors first reported a position in XLV in Q4 2019 and held it in 22 quarters. The position peaked at $528K in Q1 2025. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Powell Investment Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Powell Investment Advisors sold 3,615 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $528K.
Powell Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 22 quarters.
Powell Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $528K in Q1 2025.
1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Powell Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.