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

Cornerstone 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 Q4	–	Sell	-5,300	Closed	-$738K	–	272
2025 Q3	$738K	Sell	5,300 -11,500	-68%	-$1.56M	0.02%	219
2025 Q2	$2.26M	Sell	16,800 -8,500	-34%	-$1.15M	0.08%	171
2025 Q1	$3.69M	Sell	25,300 -40,200	-61%	-$5.84M	0.16%	139
2024 Q4	$9.01M	Sell	65,500 -42,000	-39%	-$6.15M	0.36%	64
2024 Q3	$16.6M	Buy	107,500 +9,600	+10%	+$1.46M	0.65%	34
2024 Q2	$14.3M	Buy	97,900 +73,500	+301%	+$10.5M	0.58%	38
2024 Q1	$3.6M	Buy	+24,400	New	+$3.5M	0.15%	161

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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cornerstone Advisors's XLV Position: Q4 2025 in Review

Cornerstone Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 5,300 shares — an estimated $738K sold.

Cornerstone Advisors first reported a position in XLV in Q1 2024 and held it in 7 quarters. The position peaked at $16.6M in Q3 2024. 1,836 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Cornerstone Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 5,300 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $738K.
Cornerstone Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
Cornerstone Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $16.6M in Q3 2024.
1,836 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.