Cadence Bank’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cadence Bank’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	-2,142	Closed	-$289K	–	351
2025 Q2	$289K	Buy	2,142 +92	+4%	+$12.4K	0.02%	285
2025 Q1	$299K	Sell	2,050 -170	-8%	-$24.7K	0.02%	276
2024 Q4	$305K	Buy	2,220 +366	+20%	+$53.6K	0.02%	270
2024 Q3	$286K	Hold	1,854	–	–	0.02%	278
2024 Q2	$270K	Hold	1,854	–	–	0.02%	255
2024 Q1	$274K	Sell	1,854 -102	-5%	-$14.6K	0.02%	290
2023 Q4	$267K	Buy	1,956 +136	+7%	+$17.7K	0.02%	285
2023 Q3	$234K	Hold	1,820	–	–	0.02%	301
2023 Q2	$242K	Hold	1,820	–	–	0.02%	301
2023 Q1	$236K	Hold	1,820	–	–	0.02%	307
2022 Q4	$247K	Hold	1,820	–	–	0.02%	300
2022 Q3	$221K	Buy	+1,820	New	+$234K	0.02%	304

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

Cadence Bank's XLV Position: Q3 2025 in Review

Cadence Bank sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 2,142 shares — an estimated $289K sold.

Cadence Bank first reported a position in XLV in Q3 2022 and held it in 12 quarters. The position peaked at $305K in Q4 2024. 1,648 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Cadence Bank reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Cadence Bank sold 2,142 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $289K.
Cadence Bank first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and held it in 12 quarters.
Cadence Bank's State Street Health Care Select Sector SPDR ETF position peaked at $305K in Q4 2024.
1,648 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Cadence Bank's 13F filing for Q3 2025, filed 13 Nov 2025.