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Wambolt & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wambolt & Associates’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 		$247K Buy
1,803
+8
+0.4% +$1.08K 0.08% 160
2025
Q1 		$257K Buy
1,795
+7
+0.4% +$1.02K 0.09% 160
2024
Q4 		$246K Buy
1,788
+8
+0.4% +$1.17K 0.08% 167
2024
Q3 		$273K Buy
1,780
+7
+0.4% +$1.06K 0.07% 175
2024
Q2 		$257K Buy
1,773
+7
+0.4% +$1K 0.07% 182
2024
Q1 		$259K Sell
1,766
-22
-1% -$3.16K 0.08% 201
2023
Q4 		$244K Sell
1,788
-62
-3% -$8.06K 0.08% 219
2023
Q3 		$238K Buy
1,850
+34
+2% +$4.51K 0.09% 215
2023
Q2 		$241K Sell
1,816
-169
-9% -$22.3K 0.09% 222
2023
Q1 		$260K Buy
+1,985
New +$259K 0.09% 222

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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

Wambolt & Associates's XLV Position: Q2 2025 in Review

Wambolt & Associates increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.45% in Q2 2025, buying an estimated $1.08K and bringing the position to 1,803 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #160.

Wambolt & Associates first reported a position in XLV in Q1 2023 and has held it in 10 quarters since. The position peaked at $273K in Q3 2024. 1,678 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

  • Wambolt & Associates held 1,803 shares of State Street Health Care Select Sector SPDR ETF worth $247K as of Q2 2025.
  • Wambolt & Associates bought 8 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $1.08K.
  • State Street Health Care Select Sector SPDR ETF made up 0.08% of Wambolt & Associates's portfolio in Q2 2025, its #160 holding.
  • Wambolt & Associates first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 10 quarters since.
  • Wambolt & Associates's State Street Health Care Select Sector SPDR ETF position peaked at $273K in Q3 2024.
  • 1,678 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.