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

Smallwood Wealth Investment 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
Q3 		– Sell
-186
Closed -$25.1K – 597
2025
Q2 		$25.1K Buy
+186
New +$25.1K 0.01% 231

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Smallwood Wealth Investment Management's XLV Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 186 shares — an estimated $25.1K sold.

Smallwood Wealth Investment Management first reported a position in XLV in Q2 2025 and held it in 1 quarter. The position peaked at $25.1K in Q2 2025. 1,649 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 186 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $25.1K.
  • Smallwood Wealth Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $25.1K in Q2 2025.
  • 1,649 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.