West Branch Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

West Branch Capital’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 Q1	–	Sell	-64	Closed	-$8.8K	–	584
2024 Q4	$8.8K	Hold	64	–	–	﹤0.01%	278
2024 Q3	$9.86K	Hold	64	–	–	﹤0.01%	278
2024 Q2	$9.33K	Hold	64	–	–	﹤0.01%	279
2024 Q1	$9.46K	Hold	64	–	–	﹤0.01%	280
2023 Q4	$8.73K	Hold	64	–	–	﹤0.01%	288
2023 Q3	$8.24K	Hold	64	–	–	﹤0.01%	292
2023 Q2	$8.49K	Hold	64	–	–	﹤0.01%	298
2023 Q1	$8.29K	Hold	64	–	–	﹤0.01%	306
2022 Q4	$8.69K	Hold	64	–	–	0.01%	298
2022 Q3	$8K	Hold	64	–	–	0.01%	306
2022 Q2	$8K	Hold	64	–	–	﹤0.01%	299
2022 Q1	$9K	Hold	64	–	–	﹤0.01%	308
2021 Q4	$9K	Hold	64	–	–	﹤0.01%	341
2021 Q3	$8K	Sell	64 -656	-91%	-$86.7K	﹤0.01%	332
2021 Q2	$91K	Buy	+720	New	+$88.2K	0.04%	147

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Branch Capital's XLV Position: Q1 2025 in Review

West Branch Capital sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 64 shares — an estimated $8.8K sold.

West Branch Capital first reported a position in XLV in Q2 2021 and held it in 15 quarters. The position peaked at $91K in Q2 2021. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

West Branch Capital reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 64 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $8.8K.
West Branch Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and held it in 15 quarters.
West Branch Capital's State Street Health Care Select Sector SPDR ETF position peaked at $91K in Q2 2021.
1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.