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

Wealth Quarterback’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 Q4	–	Sell	-1,756	Closed	-$244K	–	163
2025 Q3	$244K	Sell	1,756 -2	-0.1%	-$271	0.09%	140
2025 Q2	$237K	Sell	1,758 -475	-21%	-$64.1K	0.11%	127
2025 Q1	$326K	Sell	2,233 -448	-17%	-$65.1K	0.18%	92
2024 Q4	$369K	Sell	2,681 -15,253	-85%	-$2.23M	0.17%	84
2024 Q3	$2.76M	Buy	17,934 +418	+2%	+$63.4K	1.44%	15
2024 Q2	$2.55M	Sell	17,516 -680	-4%	-$97.5K	1.45%	15
2024 Q1	$2.69M	Sell	18,196 -1,273	-7%	-$183K	1.5%	16
2023 Q4	$2.66M	Sell	19,469 -2,286	-11%	-$297K	1.62%	15
2023 Q3	$2.8M	Buy	21,755 +4,203	+24%	+$558K	2.42%	12
2023 Q2	$2.33M	Buy	+17,552	New	+$2.31M	1.61%	14
2021 Q3	$14K	Sell	107 -38	-26%	-$5.02K	0.01%	415
2021 Q2	$19K	Buy	+145	New	+$17.8K	0.01%	365
2020 Q2	–	Sell	-446	Closed	-$39.5K	–	808
2020 Q1	$39.5K	Sell	446 -9,426	-95%	-$916K	0.04%	257
2019 Q4	$62.8K	Buy	+9,872	New	+$949K	0.05%	215

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

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 $666B AUM 30.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Wealth Quarterback's XLV Position: Q4 2025 in Review

Wealth Quarterback sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 1,756 shares — an estimated $244K sold.

Wealth Quarterback first reported a position in XLV in Q4 2019 and held it in 14 quarters. The position peaked at $2.8M in Q3 2023. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Wealth Quarterback reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Wealth Quarterback sold 1,756 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $244K.
Wealth Quarterback first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 14 quarters.
Wealth Quarterback's State Street Health Care Select Sector SPDR ETF position peaked at $2.8M in Q3 2023.
1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Wealth Quarterback's 13F filing for Q4 2025, filed 15 Jan 2026.