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Clearstead Trust’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Clearstead Trust’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
-31
Closed -$4.18K – 1572
2025
Q2 		$4.18K Sell
31
-10,977
-100% -$1.48M ﹤0.01% 793
2025
Q1 		$1.61M Sell
11,008
-121
-1% -$17.6K 0.36% 49
2024
Q4 		$1.53M Buy
11,129
+377
+4% +$55.2K 0.33% 48
2024
Q3 		$1.66M Buy
+10,752
New +$1.63M 0.4% 39

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Clearstead Trust's XLV Position: Q3 2025 in Review

Clearstead Trust sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 31 shares — an estimated $4.18K sold.

Clearstead Trust first reported a position in XLV in Q3 2024 and held it in 4 quarters. The position peaked at $1.66M in Q3 2024. 1,651 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Clearstead Trust reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Clearstead Trust sold 31 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $4.18K.
  • Clearstead Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and held it in 4 quarters.
  • Clearstead Trust's State Street Health Care Select Sector SPDR ETF position peaked at $1.66M in Q3 2024.
  • 1,651 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.