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

PSI 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	-378	Closed	-$55.1K	–	715
2025 Q1	$55.1K	Sell	378 -206	-35%	-$29.9K	0.02%	231
2024 Q4	$80.3K	Sell	584 -344	-37%	-$50.3K	0.02%	203
2024 Q3	$143K	Hold	928	–	–	0.04%	151
2024 Q2	$135K	Sell	928 -69	-7%	-$9.9K	0.04%	154
2024 Q1	$147K	Sell	997 -40	-4%	-$5.74K	0.05%	147
2023 Q4	$141K	Buy	1,037 +1	+0.1%	+$130	0.05%	152
2023 Q3	$133K	Sell	1,036 -50	-5%	-$6.64K	0.06%	154
2023 Q2	$144K	Sell	1,086 -10	-0.9%	-$1.32K	0.06%	143
2023 Q1	$142K	Buy	1,096 +1	+0.1%	+$131	0.07%	134
2022 Q4	$149K	Hold	1,095	–	–	0.08%	126
2022 Q3	$133K	Buy	1,095 +1	+0.1%	+$129	0.07%	144
2022 Q2	$140K	Hold	1,094	–	–	0.07%	147
2022 Q1	$150K	Buy	1,094 +51	+5%	+$6.75K	0.06%	160
2021 Q4	$147K	Sell	1,043 -20	-2%	-$2.66K	0.06%	169
2021 Q3	$135K	Buy	+1,063	New	+$140K	0.06%	165
2020 Q1	–	Sell	-1,278	Closed	-$130K	–	621
2019 Q4	$130K	Buy	+1,278	New	+$123K	0.08%	167

Other funds holding XLV

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

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

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

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

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

PSI Advisors's XLV Position: Q2 2025 in Review

PSI Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 378 shares — an estimated $55.1K sold.

PSI Advisors first reported a position in XLV in Q4 2019 and held it in 16 quarters. The position peaked at $150K in Q1 2022. 1,682 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

PSI Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 378 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $55.1K.
PSI Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 16 quarters.
PSI Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $150K in Q1 2022.
1,682 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.