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C
Covestor’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
Covestor’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
2026
Q1
$16K
Sell
108
-22
-17%
-$3.39K
0.01%
1209
2025
Q4
$20K
Buy
130
+44
+51%
+$6.59K
0.01%
1295
2025
Q3
$12K
Buy
86
+1
+1%
+$135
0.01%
1516
2025
Q2
$12K
Sell
85
-55
-39%
-$7.43K
0.01%
1499
2025
Q1
$21K
Sell
140
-86
-38%
-$12.5K
0.01%
1195
2024
Q4
$31K
Sell
226
-128
-36%
-$18.7K
0.02%
1030
2024
Q3
$55K
Buy
354
+48
+16%
+$7.28K
0.03%
844
2024
Q2
$45K
Sell
306
-13
-4%
-$1.86K
0.03%
904
2024
Q1
$47K
Buy
319
+77
+32%
+$11K
0.03%
909
2023
Q4
$33K
Sell
242
-13
-5%
-$1.69K
0.02%
1019
2023
Q3
$33K
Sell
255
-74
-22%
-$9.82K
0.02%
945
2023
Q2
$43K
Sell
329
-1
-0.3%
-$132
0.03%
848
2023
Q1
$43K
Sell
330
-249
-43%
-$32.5K
0.04%
770
2022
Q4
$79K
Buy
579
+98
+20%
+$13K
0.06%
520
2022
Q3
$58K
Sell
481
-265
-36%
-$34.1K
0.05%
640
2022
Q2
$95K
Sell
746
-40
-5%
-$5.24K
0.08%
454
2022
Q1
$108K
Buy
786
+545
+226%
+$72.2K
0.07%
462
2021
Q4
$34K
Buy
+241
New
+$32K
0.05%
719
Other funds holding XLV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
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
$564B AUM
30.12%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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