Consolidated Portfolio Review Corp’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Consolidated Portfolio Review Corp’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	-7,095	Closed	-$987K	–	442
2025 Q3	$987K	Sell	7,095 -2,569	-27%	-$348K	0.12%	182
2025 Q2	$1.3M	Buy	9,664 +143	+2%	+$19.3K	0.18%	130
2025 Q1	$1.39M	Buy	9,521 +487	+5%	+$70.7K	0.22%	108
2024 Q4	$1.24M	Sell	9,034 -247	-3%	-$36.1K	0.2%	121
2024 Q3	$1.43M	Sell	9,281 -311	-3%	-$47.1K	0.32%	74
2024 Q2	$1.4M	Buy	9,592 +2,030	+27%	+$291K	0.33%	79
2024 Q1	$1.12M	Sell	7,562 -781	-9%	-$112K	0.29%	90
2023 Q4	$1.14M	Sell	8,343 -1,287	-13%	-$167K	0.26%	104
2023 Q3	$1.24M	Buy	9,630 +1,279	+15%	+$170K	0.3%	90
2023 Q2	$1.11M	Buy	8,351 +1,997	+31%	+$263K	0.26%	97
2023 Q1	$823K	Buy	+6,354	New	+$830K	0.22%	113

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Consolidated Portfolio Review Corp's XLV Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 7,095 shares — an estimated $987K sold.

Consolidated Portfolio Review Corp first reported a position in XLV in Q1 2023 and held it in 11 quarters. The position peaked at $1.43M in Q3 2024. 1,833 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 7,095 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $987K.
Consolidated Portfolio Review Corp first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's State Street Health Care Select Sector SPDR ETF position peaked at $1.43M in Q3 2024.
1,833 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.