Arvest Bank Trust Division’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Arvest Bank Trust Division’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 Q4	–	Sell	-92,527	Closed	-$12.9M	–	217
2025 Q3	$12.9M	Buy	92,527 +12,825	+16%	+$1.74M	0.71%	38
2025 Q2	$10.7M	Buy	79,702 +2,913	+4%	+$393K	0.63%	52
2025 Q1	$11.2M	Buy	76,789 +263	+0.3%	+$38.2K	0.71%	48
2024 Q4	$10.5M	Buy	76,526 +3,241	+4%	+$474K	0.63%	48
2024 Q3	$11.3M	Buy	+73,285	New	+$11.1M	0.65%	50

Other funds holding XLV

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Arvest Bank Trust Division's XLV Position: Q4 2025 in Review

Arvest Bank Trust Division sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 92,527 shares — an estimated $12.9M sold.

Arvest Bank Trust Division first reported a position in XLV in Q3 2024 and held it in 5 quarters. The position peaked at $12.9M in Q3 2025. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Arvest Bank Trust Division reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Arvest Bank Trust Division sold 92,527 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $12.9M.
Arvest Bank Trust Division first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and held it in 5 quarters.
Arvest Bank Trust Division's State Street Health Care Select Sector SPDR ETF position peaked at $12.9M in Q3 2025.
1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Arvest Bank Trust Division's 13F filing for Q4 2025, filed 9 Feb 2026.