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Wealth Enhancement Advisory Services’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
Wealth Enhancement Advisory Services’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
2026
Q1
$17M
Sell
115,890
-50,271
-30%
-$7.75M
0.04%
444
2025
Q4
$26.3M
Buy
166,161
+9,842
+6%
+$1.47M
0.04%
405
2025
Q3
$22.5M
Sell
156,319
-4,158
-3%
-$563K
0.03%
424
2025
Q2
$21.7M
Buy
160,477
+39,790
+33%
+$5.37M
0.04%
402
2025
Q1
$17.6M
Sell
120,687
-2,487
-2%
-$361K
0.03%
434
2024
Q4
$16.9M
Buy
123,174
+17,028
+16%
+$2.49M
0.03%
408
2024
Q3
$16.3M
Buy
106,146
+2,825
+3%
+$428K
0.04%
391
2024
Q2
$15.1M
Sell
103,321
-753
-0.7%
-$108K
0.04%
389
2024
Q1
$15.4M
Sell
104,074
-24,840
-19%
-$3.56M
0.04%
377
2023
Q4
$17.6M
Buy
128,914
+18,365
+17%
+$2.39M
0.05%
328
2023
Q3
$14.2M
Buy
110,549
+104,299
+1,669%
+$13.8M
0.05%
335
2023
Q2
$830K
Sell
6,250
-4,580
-42%
-$604K
0.01%
288
2023
Q1
$1.4M
Buy
10,830
+2,284
+27%
+$298K
0.02%
266
2022
Q4
$1.13M
Sell
8,546
-305
-3%
-$40.4K
0.01%
209
2022
Q3
$1.08M
Buy
8,851
+669
+8%
+$86.2K
0.02%
229
2022
Q2
$1.07M
Buy
8,182
+1,280
+19%
+$168K
0.01%
244
2022
Q1
$945K
Sell
6,902
-84
-1%
-$11.1K
0.01%
239
2021
Q4
$914K
Buy
6,986
+252
+4%
+$33.5K
0.01%
225
2021
Q3
$892K
Buy
6,734
+1,781
+36%
+$235K
0.01%
224
2021
Q2
$635K
Sell
4,953
-673
-12%
-$82.5K
0.01%
221
2021
Q1
$657K
Buy
5,626
+2,751
+96%
+$318K
0.01%
217
2020
Q4
$336K
Buy
+2,875
New
+$314K
0.01%
202
Other funds holding XLV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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