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

Tyler-Stone 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 Q2	$1.88M	Buy	13,966 +340	+2%	+$45.9K	0.3%	65
2025 Q1	$1.99M	Buy	13,626 +1,334	+11%	+$194K	0.36%	59
2024 Q4	$1.69M	Buy	12,292 +430	+4%	+$62.9K	0.3%	64
2024 Q3	$1.83M	Buy	11,862 +6,439	+119%	+$976K	0.35%	61
2024 Q2	$790K	Buy	5,423 +68	+1%	+$9.75K	0.32%	58
2024 Q1	$791K	Sell	5,355 -253	-5%	-$36.3K	0.35%	54
2023 Q4	$765K	Buy	5,608 +77	+1%	+$10K	0.38%	55
2023 Q3	$712K	Sell	5,531 -496	-8%	-$65.9K	0.41%	50
2023 Q2	$800K	Buy	+6,027	New	+$795K	0.45%	45
2022 Q4	$714K	Sell	5,254 -438	-8%	-$58K	0.49%	47
2022 Q3	$689K	Sell	5,692 -101	-2%	-$13K	0.53%	43
2022 Q2	$743K	Sell	5,793 -1,843	-24%	-$242K	0.5%	46
2022 Q1	$1.05M	Sell	7,636 -1,650	-18%	-$218K	0.58%	38
2021 Q4	$1.31M	Buy	+9,286	New	+$1.23M	0.69%	32

Other funds holding XLV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

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

Tyler-Stone Wealth Management's XLV Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.5% in Q2 2025, buying an estimated $45.9K and bringing the position to 13,966 shares worth $1.88M. The position accounts for 0.3% of the portfolio, ranked #65.

Tyler-Stone Wealth Management first reported a position in XLV in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.99M in Q1 2025. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Tyler-Stone Wealth Management held 13,966 shares of State Street Health Care Select Sector SPDR ETF worth $1.88M as of Q2 2025.
Tyler-Stone Wealth Management bought 340 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $45.9K.
State Street Health Care Select Sector SPDR ETF made up 0.3% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #65 holding.
Tyler-Stone Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.99M in Q1 2025.
1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.