Spectrum Wealth Counsel’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$140K Hold
962
0.02% 134
2024
Q4
$132K Sell
962
-130
-12% -$19K 0.02% 132
2024
Q3
$168K Hold
1,092
0.02% 119
2024
Q2
$159K Sell
1,092
-34,736
-97% -$4.98M 0.02% 132
2024
Q1
$5.29M Sell
35,828
-3,269
-8% -$469K 0.65% 45
2023
Q4
$5.33M Buy
+39,097
New +$5.09M 0.74% 42

Other funds holding XLV

Spectrum Wealth Counsel's XLV Position: Q1 2025 in Review

Spectrum Wealth Counsel held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2025 at 962 shares worth $140K. The position accounts for 0.02% of the portfolio, ranked #134.

Spectrum Wealth Counsel first reported a position in XLV in Q4 2023 and has held it in 6 quarters since. The position peaked at $5.33M in Q4 2023. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • Spectrum Wealth Counsel held 962 shares of State Street Health Care Select Sector SPDR ETF worth $140K as of Q1 2025.
  • Spectrum Wealth Counsel left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2025.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #134 holding.
  • Spectrum Wealth Counsel first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's State Street Health Care Select Sector SPDR ETF position peaked at $5.33M in Q4 2023.
  • 1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.