Shira Ridge Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Shira Ridge Wealth 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 Q4	–	Sell	-2,496	Closed	-$347K	–	91
2025 Q3	$347K	Sell	2,496 -2,469	-50%	-$334K	0.15%	62
2025 Q2	$669K	Sell	4,965 -4,869	-50%	-$657K	0.31%	43
2025 Q1	$1.44M	Sell	9,834 -27,841	-74%	-$4.04M	0.72%	27
2024 Q4	$5.18M	Buy	37,675 +2,511	+7%	+$367K	2.54%	11
2024 Q3	$5.42M	Buy	35,164 +988	+3%	+$150K	2.76%	10
2024 Q2	$4.98M	Buy	34,176 +538	+2%	+$77.2K	2.78%	9
2024 Q1	$4.97M	Sell	33,638 -1,819	-5%	-$261K	2.84%	9
2023 Q4	$4.84M	Sell	35,457 -4,888	-12%	-$636K	2.9%	9
2023 Q3	$5.19M	Buy	40,345 +166	+0.4%	+$22K	3.41%	8
2023 Q2	$5.33M	Buy	40,179 +1,231	+3%	+$162K	3.34%	8
2023 Q1	$5.04M	Buy	38,948 +389	+1%	+$50.8K	3.33%	9
2022 Q4	$5.24M	Buy	+38,559	New	+$5.11M	3.61%	9

Other funds holding XLV

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Shira Ridge Wealth Management's XLV Position: Q4 2025 in Review

Shira Ridge Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 2,496 shares — an estimated $347K sold.

Shira Ridge Wealth Management first reported a position in XLV in Q4 2022 and held it in 12 quarters. The position peaked at $5.42M in Q3 2024. 1,833 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Shira Ridge Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Shira Ridge Wealth Management sold 2,496 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $347K.
Shira Ridge Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 12 quarters.
Shira Ridge Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $5.42M in Q3 2024.
1,833 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Shira Ridge Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.