Wolf Group Capital Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Wolf Group Capital 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
2025 Q1	$759K	Buy	+5,200	New	+$755K	0.26%	96

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

Wolf Group Capital Advisors's XLV Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025: 5,200 shares worth $759K. The stake represents 0.26% of the portfolio and ranks #96 among its holdings.

1,768 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

Wolf Group Capital Advisors held 5,200 shares of State Street Health Care Select Sector SPDR ETF worth $759K as of Q1 2025.
State Street Health Care Select Sector SPDR ETF was a new Wolf Group Capital Advisors position in Q1 2025.
State Street Health Care Select Sector SPDR ETF made up 0.26% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #96 holding.
1,768 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.