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

Tower View 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
Q1 		– Sell
-1,050
Closed -$144K – 216
2024
Q4 		$144K Buy
1,050
+24
+2% +$3.51K 0.08% 62
2024
Q3 		$158K Buy
1,026
+3
+0.3% +$455 0.09% 59
2024
Q2 		$149K Buy
1,023
+4
+0.4% +$574 0.09% 58
2024
Q1 		$151K Sell
1,019
-105
-9% -$15.1K 0.09% 65
2023
Q4 		$153K Buy
1,124
+5
+0.4% +$650 0.09% 58
2023
Q3 		$144K Buy
1,119
+4
+0.4% +$531 0.1% 58
2023
Q2 		$148K Buy
1,115
+5
+0.5% +$659 0.1% 60
2023
Q1 		$144K Buy
1,110
+4
+0.4% +$523 0.1% 63
2022
Q4 		$150K Buy
1,106
+5
+0.5% +$663 0.1% 63
2022
Q3 		$133K Buy
1,101
+4
+0.4% +$515 0.1% 65
2022
Q2 		$141K Buy
1,097
+4
+0.4% +$524 0.1% 65
2022
Q1 		$150K Buy
1,093
+4
+0.4% +$530 0.08% 82
2021
Q4 		$153K Buy
1,089
+3
+0.3% +$398 0.08% 83
2021
Q3 		$138K Buy
1,086
+109
+11% +$14.4K 0.08% 80
2021
Q2 		$123K Buy
977
+3
+0.3% +$368 0.06% 86
2021
Q1 		$114K Buy
974
+4
+0.4% +$462 0.06% 90
2020
Q4 		$110K Buy
970
+4
+0.4% +$437 0.06% 88
2020
Q3 		$102K Buy
966
+4
+0.4% +$421 0.07% 79
2020
Q2 		$96K Buy
962
+4
+0.4% +$395 0.07% 74
2020
Q1 		$85K Buy
958
+104
+12% +$10.1K 0.08% 64
2019
Q4 		$87K Buy
854
+4
+0.5% +$385 0.07% 75
2019
Q3 		$77K Buy
850
+3
+0.4% +$274 0.06% 76
2019
Q2 		$78K Buy
847
+4
+0.5% +$360 0.07% 71
2019
Q1 		$77K Buy
843
+3
+0.4% +$270 0.07% 69
2018
Q4 		$73K Buy
+840
New +$76K 0.08% 67

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tower View Wealth Management's XLV Position: Q1 2025 in Review

Tower View Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 1,050 shares — an estimated $144K sold.

Tower View Wealth Management first reported a position in XLV in Q4 2018 and held it in 25 quarters. The position peaked at $158K in Q3 2024. 1,773 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • Tower View Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Tower View Wealth Management sold 1,050 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $144K.
  • Tower View Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and held it in 25 quarters.
  • Tower View Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $158K in Q3 2024.
  • 1,773 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Tower View Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.