WFA Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WFA Asset Management’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 Q3	$124K	Buy	805 +3	+0.4%	+$406	0.07%	68
2025 Q2	$117K	Buy	802 +4	+0.5%	+$540	0.07%	68
2025 Q1	$118K	Sell	798 -10	-1%	-$1.45K	0.06%	73
2024 Q4	$111K	Buy	808 +3	+0.4%	+$439	0.06%	76
2024 Q3	$124K	Buy	805 +3	+0.4%	+$455	0.07%	68
2024 Q2	$117K	Buy	802 +4	+0.5%	+$574	0.07%	69
2024 Q1	$118K	Sell	798 -3	-0.4%	-$430	0.06%	73
2023 Q4	$109K	Buy	801 +86	+12%	+$11.2K	0.06%	64
2023 Q3	$92.1K	Buy	715 +55	+8%	+$7.3K	0.05%	72
2023 Q2	$87.7K	Buy	660 +50	+8%	+$6.59K	0.05%	76
2023 Q1	$79K	Buy	610 +3	+0.5%	+$392	0.05%	81
2022 Q4	$82.5K	Buy	607 +2	+0.3%	+$265	0.05%	78
2022 Q3	$73.3K	Buy	605 +2	+0.3%	+$258	0.05%	76
2022 Q2	$77.3K	Buy	603 +3	+0.5%	+$393	0.05%	78
2022 Q1	$82.2K	Buy	600 +2	+0.3%	+$265	0.05%	77
2021 Q4	$84.3K	Buy	+598	New	+$79.4K	0.06%	71

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

WFA Asset Management's XLV Position: Q3 2025 in Review

WFA Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.37% in Q3 2025, buying an estimated $406 and bringing the position to 805 shares worth $124K. The position accounts for 0.07% of the portfolio, ranked #68.

WFA Asset Management first reported a position in XLV in Q4 2021 and has held it in 16 quarters since. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

WFA Asset Management held 805 shares of State Street Health Care Select Sector SPDR ETF worth $124K as of Q3 2025.
WFA Asset Management bought 3 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $406.
State Street Health Care Select Sector SPDR ETF made up 0.07% of WFA Asset Management's portfolio in Q3 2025, its #68 holding.
WFA Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.