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Strategies Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Strategies Wealth 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
2025
Q3 		– Sell
-2,145
Closed -$289K – 199
2025
Q2 		$289K Sell
2,145
-1
-0% -$135 0.03% 143
2025
Q1 		$313K Buy
2,146
+2
+0.1% +$291 0.04% 133
2024
Q4 		$314K Sell
2,144
-75
-3% -$11K 0.04% 101
2024
Q3 		$342K Sell
2,219
-214
-9% -$32.4K 0.05% 75
2024
Q2 		$355K Buy
2,433
+103
+4% +$14.8K 0.05% 69
2024
Q1 		$344K Buy
2,330
+38
+2% +$5.45K 0.05% 72
2023
Q4 		$313K Buy
2,292
+75
+3% +$9.76K 0.05% 72
2023
Q3 		$285K Buy
2,217
+3
+0.1% +$398 0.06% 66
2023
Q2 		$294K Buy
2,214
+134
+6% +$17.7K 0.06% 70
2023
Q1 		$269K Buy
2,080
+64
+3% +$8.36K 0.06% 68
2022
Q4 		$274K Buy
+2,016
New +$267K 0.07% 64
2022
Q2 		$286K Sell
2,232
-416
-16% -$54.5K 0.08% 71
2022
Q1 		$363K Sell
2,648
-12
-0.5% -$1.59K 0.1% 65
2021
Q4 		$375K Buy
+2,660
New +$353K 0.11% 63

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 $377B AUM 19.32% 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 $374B AUM 17.66% 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

Strategies Wealth Advisors's XLV Position: Q3 2025 in Review

Strategies Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 2,145 shares — an estimated $289K sold.

Strategies Wealth Advisors first reported a position in XLV in Q4 2021 and held it in 14 quarters. The position peaked at $375K in Q4 2021. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Strategies Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Strategies Wealth Advisors sold 2,145 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $289K.
  • Strategies Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 14 quarters.
  • Strategies Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $375K in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Strategies Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.