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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
Shares
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
$1.37T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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