Sebold Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sebold Capital 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 Q2	$209K	Sell	1,550 -147	-9%	-$19.9K	0.13%	76
2025 Q1	$248K	Hold	1,697	–	–	0.16%	68
2024 Q4	$233K	Sell	1,697 -944	-36%	-$138K	0.16%	65
2024 Q3	$407K	Sell	2,641 -64	-2%	-$9.7K	0.27%	41
2024 Q2	$394K	Buy	2,705 +715	+36%	+$103K	0.27%	42
2024 Q1	$294K	Sell	1,990 -18	-0.9%	-$2.58K	0.2%	59
2023 Q4	$274K	Sell	2,008 -89	-4%	-$11.6K	0.2%	59
2023 Q3	$270K	Sell	2,097 -46	-2%	-$6.11K	0.22%	57
2023 Q2	$284K	Sell	2,143 -242	-10%	-$31.9K	0.23%	57
2023 Q1	$309K	Sell	2,385 -235	-9%	-$30.7K	0.24%	52
2022 Q4	$356K	Buy	+2,620	New	+$347K	0.29%	48

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 $424B AUM 22.94% 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

Sebold Capital Management's XLV Position: Q2 2025 in Review

Sebold Capital Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.7% in Q2 2025, selling an estimated $19.9K and leaving 1,550 shares worth $209K. The position accounts for 0.13% of the portfolio, ranked #76.

Sebold Capital Management first reported a position in XLV in Q4 2022 and has held it in 11 quarters since. The position peaked at $407K in Q3 2024. 1,678 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Sebold Capital Management held 1,550 shares of State Street Health Care Select Sector SPDR ETF worth $209K as of Q2 2025.
Sebold Capital Management sold 147 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $19.9K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of Sebold Capital Management's portfolio in Q2 2025, its #76 holding.
Sebold Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $407K in Q3 2024.
1,678 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.