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Williams & Novak’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Williams & Novak’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
-1,737
Closed -$239K – 149
2024
Q4 		$239K Buy
+1,737
New +$254K 0.23% 93

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Williams & Novak's XLV Position: Q1 2025 in Review

Williams & Novak sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 1,737 shares — an estimated $239K sold.

Williams & Novak first reported a position in XLV in Q4 2024 and held it in 1 quarter. The position peaked at $239K in Q4 2024. 1,768 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • Williams & Novak reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Williams & Novak sold 1,737 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $239K.
  • Williams & Novak first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Williams & Novak's State Street Health Care Select Sector SPDR ETF position peaked at $239K in Q4 2024.
  • 1,768 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Williams & Novak's 13F filing for Q1 2025, filed 15 May 2025.