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ArchPoint Investors’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
ArchPoint Investors’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
2026
Q1
$403K
Hold
2,750
–
–
0.1%
60
2025
Q4
$426K
Buy
+2,750
New
+$412K
0.1%
65
2020
Q2
–
Sell
-215
Closed
-$19K
–
132
2020
Q1
$19K
Hold
215
–
–
0.01%
128
2019
Q4
$22K
Sell
215
-250
-54%
-$24K
0.01%
135
2019
Q3
$42K
Hold
465
–
–
0.01%
114
2019
Q2
$43K
Hold
465
–
–
0.01%
112
2019
Q1
$43K
Sell
465
-330
-42%
-$29.8K
0.01%
114
2018
Q4
$69K
Hold
795
–
–
0.02%
89
2018
Q3
$76K
Hold
795
–
–
0.02%
109
2018
Q2
$66K
Hold
795
–
–
0.02%
105
2018
Q1
$65K
Hold
795
–
–
0.02%
119
2017
Q4
$66K
Hold
795
–
–
0.02%
108
2017
Q3
$65K
Hold
795
–
–
0.02%
122
2017
Q2
$63K
Sell
795
-13,962
-95%
-$1.06M
0.02%
123
2017
Q1
$1.1M
Sell
14,757
-313
-2%
-$22.8K
0.41%
36
2016
Q4
$1.04M
Buy
+15,070
New
+$1.05M
0.61%
30
2016
Q3
–
Sell
-70
Closed
-$5K
–
145
2016
Q2
$5K
Hold
70
–
–
﹤0.01%
147
2016
Q1
$5K
Hold
70
–
–
﹤0.01%
140
2015
Q4
$5K
Buy
+70
New
+$4.95K
﹤0.01%
144
Other funds holding XLV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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