West Coast Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

West Coast Financial’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	-5,141	Closed	-$751K	–	159
2025 Q1	$751K	Hold	5,141	–	–	0.09%	83
2024 Q4	$707K	Sell	5,141 -35	-0.7%	-$5.12K	0.08%	89
2024 Q3	$797K	Buy	5,176 +516	+11%	+$78.2K	0.09%	88
2024 Q2	$679K	Hold	4,660	–	–	0.08%	89
2024 Q1	$688K	Buy	4,660 +600	+15%	+$86.1K	0.08%	86
2023 Q4	$554K	Hold	4,060	–	–	0.07%	91
2023 Q3	$523K	Hold	4,060	–	–	0.08%	91
2023 Q2	$539K	Buy	+4,060	New	+$535K	0.08%	91
2020 Q1	–	Sell	-2,460	Closed	-$251K	–	112
2019 Q4	$251K	Hold	2,460	–	–	0.05%	98
2019 Q3	$222K	Hold	2,460	–	–	0.05%	106
2019 Q2	$228K	Hold	2,460	–	–	0.05%	104
2019 Q1	$226K	Hold	2,460	–	–	0.05%	108
2018 Q4	$213K	Hold	2,460	–	–	0.06%	102
2018 Q3	$234K	Hold	2,460	–	–	0.05%	124
2018 Q2	$205K	Sell	2,460 -50	-2%	-$4.14K	0.06%	105
2018 Q1	$204K	Buy	2,510 +50	+2%	+$4.26K	0.06%	106
2017 Q4	$203K	Hold	2,460	–	–	0.06%	109
2017 Q3	$201K	Buy	+2,460	New	+$198K	0.05%	138
2017 Q2	–	Sell	-2,750	Closed	-$204K	–	121
2017 Q1	$204K	Buy	+2,750	New	+$200K	0.06%	119
2016 Q4	–	Sell	-3,790	Closed	-$273K	–	136
2016 Q3	$273K	Hold	3,790	–	–	0.09%	115
2016 Q2	$272K	Buy	+3,790	New	+$267K	0.1%	91

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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

West Coast Financial's XLV Position: Q2 2025 in Review

West Coast Financial sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 5,141 shares — an estimated $751K sold.

West Coast Financial first reported a position in XLV in Q2 2016 and held it in 21 quarters. The position peaked at $797K in Q3 2024. 1,679 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

West Coast Financial reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 5,141 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $751K.
West Coast Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2016 and held it in 21 quarters.
West Coast Financial's State Street Health Care Select Sector SPDR ETF position peaked at $797K in Q3 2024.
1,679 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.