BOLTON SECURITIES CORPORATION’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

BOLTON SECURITIES CORPORATION’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	$2.31M	Buy	+15,814	New	+$2.3M	0.14%	186

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XLV Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025: 15,814 shares worth $2.31M. The stake represents 0.14% of the portfolio and ranks #186 among its holdings.

1,778 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

BOLTON SECURITIES CORPORATION held 15,814 shares of State Street Health Care Select Sector SPDR ETF worth $2.31M as of Q1 2025.
State Street Health Care Select Sector SPDR ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
State Street Health Care Select Sector SPDR ETF made up 0.14% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #186 holding.
1,778 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.