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TAM
Tucker Asset Management’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
Tucker Asset 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
Q4
$204K
Buy
1,318
+1,172
+803%
+$176K
0.06%
109
2025
Q3
$20.3K
Hold
146
–
–
0.01%
233
2025
Q2
$19.7K
Sell
146
-1,315
-90%
-$178K
0.01%
201
2025
Q1
$213K
Buy
1,461
+1,027
+237%
+$149K
0.07%
84
2024
Q4
$59.7K
Sell
434
-306
-41%
-$44.8K
0.01%
336
2024
Q3
$114K
Sell
740
-278
-27%
-$42.1K
0.03%
208
2024
Q2
$148K
Hold
1,018
–
–
0.03%
195
2024
Q1
$150K
Buy
1,018
+129
+15%
+$18.5K
0.03%
209
2023
Q4
$121K
Sell
889
-4
-0.4%
-$520
0.03%
189
2023
Q3
$115K
Sell
893
-29
-3%
-$3.85K
0.03%
193
2023
Q2
$122K
Hold
922
–
–
0.04%
150
2023
Q1
$119K
Buy
922
+60
+7%
+$7.84K
0.04%
126
2022
Q4
$118K
Sell
862
-55
-6%
-$7.29K
0.04%
87
2022
Q3
$122K
Buy
917
+489
+114%
+$63K
0.04%
68
2022
Q2
$54.9K
Hold
428
–
–
0.02%
89
2022
Q1
$58.6K
Buy
428
+403
+1,612%
+$53.4K
0.02%
84
2021
Q4
$3.54K
Hold
25
–
–
﹤0.01%
339
2021
Q3
$3.35K
Buy
+25
New
+$3.3K
﹤0.01%
275
Other funds holding XLV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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