Brendel Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Brendel Financial Advisors’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 Q3	–	Sell	-4,097	Closed	-$552K	–	127
2025 Q2	$552K	Sell	4,097 -864	-17%	-$117K	0.31%	59
2025 Q1	$724K	Buy	+4,961	New	+$721K	0.44%	52
2023 Q2	–	Sell	-5,272	Closed	-$683K	–	95
2023 Q1	$683K	Buy	5,272 +94	+2%	+$12.3K	0.51%	50
2022 Q4	$703K	Sell	5,178 -10	-0.2%	-$1.32K	1.41%	22
2022 Q3	$628K	Buy	5,188 +572	+12%	+$73.7K	1.49%	20
2022 Q2	$592K	Sell	4,616 -1,740	-27%	-$228K	0.52%	51
2022 Q1	$871K	Sell	6,356 -940	-13%	-$124K	0.47%	58
2021 Q4	$1.03M	Sell	7,296 -1,774	-20%	-$236K	0.53%	55
2021 Q3	$1.16M	Buy	+9,070	New	+$1.2M	1.38%	32

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Brendel Financial Advisors's XLV Position: Q3 2025 in Review

Brendel Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 4,097 shares — an estimated $552K sold.

Brendel Financial Advisors first reported a position in XLV in Q3 2021 and held it in 9 quarters. The position peaked at $1.16M in Q3 2021. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Brendel Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Brendel Financial Advisors sold 4,097 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $552K.
Brendel Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and held it in 9 quarters.
Brendel Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.16M in Q3 2021.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Brendel Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.