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Compton Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Compton Financial Group’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
-39,340
Closed -$5.47M – 69
2025
Q3 		$5.47M Buy
39,340
+1,403
+4% +$190K 1.32% 12
2025
Q2 		$5.11M Buy
37,937
+4,593
+14% +$620K 1.33% 12
2025
Q1 		$4.87M Buy
+33,344
New +$4.84M 1.4% 16

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 $1.81T 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 $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Compton Financial Group's XLV Position: Q4 2025 in Review

Compton Financial Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 39,340 shares — an estimated $5.47M sold.

Compton Financial Group first reported a position in XLV in Q1 2025 and held it in 3 quarters. The position peaked at $5.47M in Q3 2025. 1,837 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

  • Compton Financial Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Compton Financial Group sold 39,340 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $5.47M.
  • Compton Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
  • Compton Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $5.47M in Q3 2025.
  • 1,837 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Compton Financial Group's 13F filing for Q4 2025, filed 5 Feb 2026.