Yahav Achim Ve Achayot - Provident Funds Management Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’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	-21,608	Closed	-$2.97M	–	23
2024 Q4	$2.97M	Hold	21,608	–	–	9.83%	1
2024 Q3	$3.33M	Hold	21,608	–	–	8.95%	3
2024 Q2	$3.15M	Sell	21,608 -3,000	-12%	-$430K	5.8%	5
2024 Q1	$3.64M	Sell	24,608 -6,900	-22%	-$990K	5.76%	5
2023 Q4	$4.29M	Hold	31,508	–	–	3.61%	9
2023 Q3	$4.12M	Hold	31,508	–	–	3.57%	9
2023 Q2	$4.15M	Sell	31,508 -2,130	-6%	-$281K	3.19%	9
2023 Q1	$4.31M	Hold	33,638	–	–	4.24%	3
2022 Q4	$4.6M	Hold	33,638	–	–	4.35%	4
2022 Q3	$4.13M	Hold	33,638	–	–	4%	5
2022 Q2	$4.28M	Hold	33,638	–	–	3.83%	5
2022 Q1	$4.57M	Hold	33,638	–	–	3.52%	7
2021 Q4	$4.76M	Hold	33,638	–	–	3.43%	7
2021 Q3	$4.28M	Buy	+33,638	New	+$4.45M	3.37%	9

Other funds holding XLV

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Yahav Achim Ve Achayot - Provident Funds Management Company's XLV Position: Q1 2025 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 21,608 shares — an estimated $2.97M sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in XLV in Q3 2021 and held it in 14 quarters. The position peaked at $4.76M in Q4 2021. 1,770 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 21,608 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $2.97M.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and held it in 14 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's State Street Health Care Select Sector SPDR ETF position peaked at $4.76M in Q4 2021.
1,770 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q1 2025, filed 12 May 2025.