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

TriaGen 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	-1,505	Closed	-$207K	–	195
2024 Q4	$207K	Hold	1,505	–	–	0.07%	160
2024 Q3	$232K	Hold	1,505	–	–	0.08%	160
2024 Q2	$219K	Hold	1,505	–	–	0.08%	150
2024 Q1	$222K	Hold	1,505	–	–	0.09%	152
2023 Q4	$205K	Sell	1,505 -275	-15%	-$35.8K	0.1%	150
2023 Q3	$229K	Hold	1,780	–	–	0.12%	136
2023 Q2	$236K	Sell	1,780 -25	-1%	-$3.3K	0.11%	152
2023 Q1	$234K	Hold	1,805	–	–	0.12%	144
2022 Q4	$245K	Hold	1,805	–	–	0.14%	147
2022 Q3	$219K	Hold	1,805	–	–	0.12%	152
2022 Q2	$231K	Hold	1,805	–	–	0.16%	137
2022 Q1	$247K	Sell	1,805 -100	-5%	-$13.2K	0.13%	153
2021 Q4	$268K	Hold	1,905	–	–	0.13%	152
2021 Q3	$243K	Sell	1,905 -15	-0.8%	-$1.98K	0.13%	161
2021 Q2	$254K	Sell	1,920 -20	-1%	-$2.45K	0.13%	162
2021 Q1	$226K	Buy	+1,940	New	+$224K	0.13%	155

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TriaGen Wealth Management's XLV Position: Q1 2025 in Review

TriaGen Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 1,505 shares — an estimated $207K sold.

TriaGen Wealth Management first reported a position in XLV in Q1 2021 and held it in 16 quarters. The position peaked at $268K in Q4 2021. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

TriaGen Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
TriaGen Wealth Management sold 1,505 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $207K.
TriaGen Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and held it in 16 quarters.
TriaGen Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $268K in Q4 2021.
1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on TriaGen Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.