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

Stapp 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
Q3 		– Sell
-11,252
Closed -$1.52M – 33
2025
Q2 		$1.52M Buy
+11,252
New +$1.52M 2.18% 15

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Stapp Wealth Management's XLV Position: Q3 2025 in Review

Stapp Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 11,252 shares — an estimated $1.52M sold.

Stapp Wealth Management first reported a position in XLV in Q2 2025 and held it in 1 quarter. The position peaked at $1.52M in Q2 2025. 1,652 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Stapp Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Stapp Wealth Management sold 11,252 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $1.52M.
  • Stapp Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • Stapp Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.52M in Q2 2025.
  • 1,652 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Stapp Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.