Wealth Dimensions Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wealth Dimensions Group’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	–	Sell	-1,633	Closed	-$238K	–	175
2025 Q1	$238K	Hold	1,633	–	–	0.06%	144
2024 Q4	$225K	Hold	1,633	–	–	0.06%	143
2024 Q3	$252K	Hold	1,633	–	–	0.06%	127
2024 Q2	$238K	Hold	1,633	–	–	0.07%	127
2024 Q1	$241K	Hold	1,633	–	–	0.07%	125
2023 Q4	$223K	Buy	+1,633	New	+$212K	0.07%	124

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

Wealth Dimensions Group's XLV Position: Q2 2025 in Review

Wealth Dimensions Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 1,633 shares — an estimated $238K sold.

Wealth Dimensions Group first reported a position in XLV in Q4 2023 and held it in 6 quarters. The position peaked at $252K in Q3 2024. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Wealth Dimensions Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Wealth Dimensions Group sold 1,633 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $238K.
Wealth Dimensions Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 6 quarters.
Wealth Dimensions Group's State Street Health Care Select Sector SPDR ETF position peaked at $252K in Q3 2024.
1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Wealth Dimensions Group's 13F filing for Q2 2025, filed 12 Aug 2025.