US Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
US Financial Advisors's XLV Position: Q1 2025 in Review
US Financial Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.2% in Q1 2025, buying an estimated $39.8K and bringing the position to 3,627 shares worth $530K. The position accounts for 0.16% of the portfolio, ranked #51.
US Financial Advisors first reported a position in XLV in Q4 2014 and has held it in 19 quarters since. The position peaked at $6.32M in Q2 2015. 1,768 funds tracked by Wall St. Rank hold XLV as of Q1 2025.
- US Financial Advisors held 3,627 shares of State Street Health Care Select Sector SPDR ETF worth $530K as of Q1 2025.
- US Financial Advisors bought 274 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $39.8K.
- State Street Health Care Select Sector SPDR ETF made up 0.16% of US Financial Advisors's portfolio in Q1 2025, its #51 holding.
- US Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and has held it in 19 quarters since.
- US Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $6.32M in Q2 2015.
- 1,768 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.
Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.