WR Wealth Planners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

WR Wealth Planners’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	$19.4K	Hold	141	–	–	0.01%	464
2024 Q3	$21.7K	Hold	141	–	–	0.01%	467
2024 Q2	$20.6K	Hold	141	–	–	0.01%	442
2024 Q1	$20.8K	Buy	+141	New	+$20.2K	0.01%	444
2023 Q4	–	Sell	-1,234	Closed	-$159K	–	879
2023 Q3	$159K	Buy	1,234 +128	+12%	+$17K	0.06%	194
2023 Q2	$147K	Buy	1,106 +913	+473%	+$120K	0.06%	202
2023 Q1	$25K	Buy	193 +168	+672%	+$21.9K	0.01%	395
2022 Q4	$3.4K	Hold	25	–	–	﹤0.01%	362
2022 Q3	$3.03K	Hold	25	–	–	﹤0.01%	360
2022 Q2	$3.21K	Hold	25	–	–	﹤0.01%	386
2022 Q1	$3.42K	Buy	+25	New	+$3.31K	﹤0.01%	387

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

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

NAM

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

WR Wealth Planners's XLV Position: Q4 2024 in Review

WR Wealth Planners held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q4 2024 at 141 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #464.

WR Wealth Planners first reported a position in XLV in Q1 2022 and has held it in 11 quarters since. The position peaked at $159K in Q3 2023. 1,760 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

WR Wealth Planners held 141 shares of State Street Health Care Select Sector SPDR ETF worth $19.4K as of Q4 2024.
WR Wealth Planners left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Health Care Select Sector SPDR ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #464 holding.
WR Wealth Planners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's State Street Health Care Select Sector SPDR ETF position peaked at $159K in Q3 2023.
1,760 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.