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

Sentinel Pension 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
2024
Q4 		– Sell
-1,416
Closed -$218K – 114
2024
Q3 		$218K Buy
1,416
+2
+0.1% +$303 0.04% 108
2024
Q2 		$206K Sell
1,414
-69
-5% -$9.9K 0.04% 106
2024
Q1 		$219K Buy
+1,483
New +$213K 0.05% 99

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nissay Asset Management
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sentinel Pension Advisors's XLV Position: Q4 2024 in Review

Sentinel Pension Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 1,416 shares — an estimated $218K sold.

Sentinel Pension Advisors first reported a position in XLV in Q1 2024 and held it in 3 quarters. The position peaked at $219K in Q1 2024. 1,765 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

  • Sentinel Pension Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Sentinel Pension Advisors sold 1,416 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $218K.
  • Sentinel Pension Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and held it in 3 quarters.
  • Sentinel Pension Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $219K in Q1 2024.
  • 1,765 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Sentinel Pension Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.