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

Prosperity 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 Q4	$209K	Buy	+1,351	New	+$202K	0.07%	238
2024 Q4	–	Sell	-1,362	Closed	-$210K	–	252
2024 Q3	$210K	Buy	+1,362	New	+$206K	0.08%	176

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Prosperity Wealth Management's XLV Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025: 1,351 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #238 among its holdings. This is a return to the name: Prosperity Wealth Management previously reported a position in XLV as recently as Q3 2024.

Prosperity Wealth Management first reported a position in XLV in Q3 2024 and has held it in 2 quarters since. The position peaked at $210K in Q3 2024. 1,838 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Prosperity Wealth Management held 1,351 shares of State Street Health Care Select Sector SPDR ETF worth $209K as of Q4 2025.
State Street Health Care Select Sector SPDR ETF was a new Prosperity Wealth Management position in Q4 2025.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Prosperity Wealth Management's portfolio in Q4 2025, its #238 holding.
Prosperity Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 2 quarters since.
Prosperity Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $210K in Q3 2024.
1,838 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.