Private Wealth Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Private Wealth Group’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 Q1	–	Sell	-2,456	Closed	-$338K	–	69
2024 Q4	$338K	Hold	2,456	–	–	0.17%	55
2024 Q3	$378K	Hold	2,456	–	–	0.19%	50
2024 Q2	$358K	Sell	2,456 -268	-10%	-$38.4K	0.19%	51
2024 Q1	$402K	Buy	2,724 +268	+11%	+$38.4K	0.21%	50
2023 Q4	$335K	Hold	2,456	–	–	0.19%	48
2023 Q3	$316K	Sell	2,456 -691	-22%	-$91.7K	0.21%	45
2023 Q2	$418K	Sell	3,147 -185	-6%	-$24.4K	0.43%	38
2023 Q1	$431K	Hold	3,332	–	–	0.59%	35
2022 Q4	$453K	Hold	3,332	–	–	0.64%	34
2022 Q3	$404K	Sell	3,332 -30	-0.9%	-$3.86K	0.63%	29
2022 Q2	$431K	Sell	3,362 -1,626	-33%	-$213K	0.53%	30
2022 Q1	$683K	Hold	4,988	–	–	0.5%	31
2021 Q4	$703K	Sell	4,988 -8,646	-63%	-$1.15M	0.48%	29
2021 Q3	$1.74M	Buy	13,634 +781	+6%	+$103K	1.15%	18
2021 Q2	$1.62M	Buy	12,853 +2,454	+24%	+$301K	1.07%	18
2021 Q1	$1.21M	Buy	10,399 +4,906	+89%	+$566K	0.87%	18
2020 Q4	$623K	Buy	5,493 +3,371	+159%	+$368K	0.52%	24
2020 Q3	$224K	Sell	2,122 -366	-15%	-$38.5K	0.18%	29
2020 Q2	$249K	Buy	+2,488	New	+$246K	0.2%	27

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Wealth Group's XLV Position: Q1 2025 in Review

Private Wealth Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 2,456 shares — an estimated $338K sold.

Private Wealth Group first reported a position in XLV in Q2 2020 and held it in 19 quarters. The position peaked at $1.74M in Q3 2021. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

Private Wealth Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Private Wealth Group sold 2,456 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $338K.
Private Wealth Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and held it in 19 quarters.
Private Wealth Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.74M in Q3 2021.
1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Private Wealth Group's 13F filing for Q1 2025, filed 16 Apr 2025.