XLV — SELECT SECTOR SPDR TR

Ownership history in Sharp Wealth Advisory, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sharp Wealth Advisory, LLC reported a position in SELECT SECTOR SPDR TR (XLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.53% (2025 Q4)
Avg. % of fund
1.85%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 45,338 +43,863 +2973.8% 3.53% $7.0M $154.80
2024 Q3 INITIATED 1,475 — — 0.18% $227K $150.68
% of Fund (quarterly)    XLV price (monthly, adj. close)

Other funds also holding XLV

As of 2025 Q4 — sorted by position size

CABANA LLC 3Y 7Y 18.21% Main Management ETF Advisors, LLC 3Y 7Y 15.77% Biltmore Wealth Management, LLC 3Y 7Y 10.32% Main Management Fund Advisors LLC 3Y 9.48% Main Management LLC 3Y 7Y 8.02% IMZ Advisory Inc 7.54% HILLTOP WEALTH ADVISORS, LLC 3Y 7.42% Volterra Technologies LP 7.25% Rothschild Capital Partners, LLC 3Y 7Y 7.21% STRATEGIC ADVISORY PARTNERS, LLC 7.14%
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