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

Vigilare 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 Q3	–	Sell	-1,741	Closed	-$235K	–	135
2025 Q2	$235K	Sell	1,741 -1,033	-37%	-$139K	0.09%	105
2025 Q1	$405K	Buy	2,774 +1,246	+82%	+$181K	0.16%	56
2024 Q4	$210K	Sell	1,528 -366	-19%	-$53.6K	0.09%	85
2024 Q3	$292K	Buy	1,894 +2	+0.1%	+$303	0.12%	73
2024 Q2	$276K	Sell	1,892 -163	-8%	-$23.4K	0.12%	73
2024 Q1	$304K	Sell	2,055 -205	-9%	-$29.4K	0.15%	70
2023 Q4	$308K	Sell	2,260 -2,232	-50%	-$290K	0.16%	73
2023 Q3	$578K	Buy	4,492 +12	+0.3%	+$1.59K	0.37%	37
2023 Q2	$595K	Sell	4,480 -1,040	-19%	-$137K	0.34%	39
2023 Q1	$715K	Sell	5,520 -2,485	-31%	-$325K	0.4%	34
2022 Q4	$1.09M	Buy	+8,005	New	+$1.06M	0.63%	29

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

NAM

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

Vigilare Wealth Management's XLV Position: Q3 2025 in Review

Vigilare Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 1,741 shares — an estimated $235K sold.

Vigilare Wealth Management first reported a position in XLV in Q4 2022 and held it in 11 quarters. The position peaked at $1.09M in Q4 2022. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Vigilare Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Vigilare Wealth Management sold 1,741 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $235K.
Vigilare Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 11 quarters.
Vigilare Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.09M in Q4 2022.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Vigilare Wealth Management's 13F filing for Q3 2025, filed 1 Oct 2025.