Sawyer & Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sawyer & Company’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
2026 Q1	$2.64K	Hold	18	–	–	﹤0.01%	180
2025 Q4	$2.79K	Sell	18 -5	-22%	-$749	﹤0.01%	189
2025 Q3	$3K	Hold	23	–	–	﹤0.01%	176
2025 Q2	$3K	Sell	23 -147	-86%	-$19.9K	﹤0.01%	176
2025 Q1	$25K	Hold	170	–	–	0.01%	135
2024 Q4	$23K	Sell	170 -93	-35%	-$13.6K	0.01%	139
2024 Q3	$41K	Hold	263	–	–	0.02%	131
2024 Q2	$38K	Hold	263	–	–	0.02%	130
2024 Q1	$38.9K	Sell	263 -65	-20%	-$9.32K	0.02%	131
2023 Q4	$45K	Hold	328	–	–	0.02%	127
2023 Q3	$42K	Buy	+328	New	+$43.5K	0.02%	129

Other funds holding XLV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return