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Westbourne Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Westbourne Investment Advisors’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
2024
Q4 		– Sell
-4,590
Closed -$707K – 92
2024
Q3 		$707K Buy
4,590
+133
+3% +$20.2K 0.25% 58
2024
Q2 		$650K Buy
4,457
+435
+11% +$62.4K 0.24% 59
2024
Q1 		$594K Buy
4,022
+116
+3% +$16.6K 0.22% 60
2023
Q4 		$533K Buy
3,906
+89
+2% +$11.6K 0.21% 62
2023
Q3 		$491K Buy
3,817
+423
+12% +$56.2K 0.23% 63
2023
Q2 		$450K Buy
3,394
+81
+2% +$10.7K 0.2% 68
2023
Q1 		$429K Buy
3,313
+1,541
+87% +$201K 0.21% 72
2022
Q4 		$241K Sell
1,772
-30
-2% -$3.98K 0.12% 82
2022
Q3 		$218K Sell
1,802
-7
-0.4% -$902 0.12% 86
2022
Q2 		$232K Sell
1,809
-1,867
-51% -$245K 0.14% 74
2022
Q1 		$504K Sell
3,676
-1,613
-30% -$214K 0.21% 68
2021
Q4 		$745K Buy
5,289
+158
+3% +$21K 0.29% 58
2021
Q3 		$653K Sell
5,131
-852
-14% -$113K 0.3% 53
2021
Q2 		$754K Buy
5,983
+1,162
+24% +$142K 0.34% 52
2021
Q1 		$563K Buy
4,821
+1,381
+40% +$159K 0.28% 55
2020
Q4 		$390K Buy
+3,440
New +$376K 0.23% 59
2019
Q4 		– Sell
-2,267
Closed -$204K – 98
2019
Q3 		$204K Buy
+2,267
New +$207K 0.15% 92
2018
Q4 		– Sell
-1,877
Closed -$179K – 158
2018
Q3 		$179K Buy
+1,877
New +$170K 0.13% 100
2016
Q3 		– Sell
-1,500
Closed -$108K – 132
2016
Q2 		$108K Buy
+1,500
New +$106K 0.1% 128

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Westbourne Investment Advisors's XLV Position: Q4 2024 in Review

Westbourne Investment Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 4,590 shares — an estimated $707K sold.

Westbourne Investment Advisors first reported a position in XLV in Q2 2016 and held it in 19 quarters. The position peaked at $754K in Q2 2021. 1,759 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

  • Westbourne Investment Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Westbourne Investment Advisors sold 4,590 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $707K.
  • Westbourne Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2016 and held it in 19 quarters.
  • Westbourne Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $754K in Q2 2021.
  • 1,759 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Westbourne Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.