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Birchview Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Birchview Capital’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
-1,498
Closed -$208K – 79
2025
Q3 		$208K Buy
+1,498
New +$203K 0.16% 63

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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

Birchview Capital's XLV Position: Q4 2025 in Review

Birchview Capital sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 1,498 shares — an estimated $208K sold.

Birchview Capital first reported a position in XLV in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

  • Birchview Capital reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Birchview Capital sold 1,498 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $208K.
  • Birchview Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Birchview Capital's State Street Health Care Select Sector SPDR ETF position peaked at $208K 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 Birchview Capital's 13F filing for Q4 2025, filed 13 Feb 2026.