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

Tandem 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
2024 Q4	–	Sell	-31,657	Closed	-$4.88M	–	55
2024 Q3	$4.88M	Sell	31,657 -145	-0.5%	-$22K	2.47%	14
2024 Q2	$4.64M	Buy	31,802 +584	+2%	+$83.8K	2.48%	14
2024 Q1	$4.57M	Buy	31,218 +268	+0.9%	+$38.4K	2.51%	14
2023 Q4	$4.22M	Sell	30,950 -592	-2%	-$77K	2.43%	14
2023 Q3	$4.06M	Buy	31,542 +902	+3%	+$120K	2.48%	14
2023 Q2	$4.06M	Sell	30,640 -178	-0.6%	-$23.5K	2.46%	14
2023 Q1	$3.99M	Sell	30,818 -23,037	-43%	-$3.01M	2.48%	14
2022 Q4	$7.32M	Buy	+53,855	New	+$7.14M	4.65%	9

Other funds holding XLV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Tandem Wealth Advisors's XLV Position: Q4 2024 in Review

Tandem Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 31,657 shares — an estimated $4.88M sold.

Tandem Wealth Advisors first reported a position in XLV in Q4 2022 and held it in 8 quarters. The position peaked at $7.32M in Q4 2022. 1,759 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Tandem Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Tandem Wealth Advisors sold 31,657 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $4.88M.
Tandem Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 8 quarters.
Tandem Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $7.32M in Q4 2022.
1,759 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Tandem Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.