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

Rollins Financial 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	-2,380	Closed	-$348K	–	149
2025 Q1	$348K	Sell	2,380 -1,022	-30%	-$148K	0.06%	94
2024 Q4	$468K	Buy	3,402 +8	+0.2%	+$1.17K	0.07%	84
2024 Q3	$523K	Sell	3,394 -355	-9%	-$53.8K	0.09%	76
2024 Q2	$546K	Sell	3,749 -2,516	-40%	-$361K	0.09%	71
2024 Q1	$925K	Buy	6,265 +336	+6%	+$48.2K	0.17%	55
2023 Q4	$809K	Buy	+5,929	New	+$771K	0.17%	57

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

Rollins Financial Advisors's XLV Position: Q2 2025 in Review

Rollins Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 2,380 shares — an estimated $348K sold.

Rollins Financial Advisors first reported a position in XLV in Q4 2023 and held it in 6 quarters. The position peaked at $925K in Q1 2024. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Rollins Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Rollins Financial Advisors sold 2,380 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $348K.
Rollins Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 6 quarters.
Rollins Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $925K in Q1 2024.
1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Rollins Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.