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

DecisionPoint Financial’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 Q3	$4.16K	Buy	+25	New	+$4.17K	﹤0.01%	302
2026 Q2	–	Sell	-51	Closed	-$7.48K	–	1469
2026 Q1	$7.48K	Sell	51 -15	-23%	-$2.31K	﹤0.01%	198
2025 Q4	$10.2K	Sell	66 -30	-31%	-$4.49K	﹤0.01%	196
2025 Q3	$13.8K	Buy	96 +45	+88%	+$6.09K	﹤0.01%	127
2025 Q2	$6.97K	Hold	51	–	–	﹤0.01%	161
2025 Q1	$7.45K	Hold	51	–	–	﹤0.01%	163
2024 Q4	$7.02K	Hold	51	–	–	﹤0.01%	176
2024 Q3	$7.86K	Hold	51	–	–	﹤0.01%	172
2024 Q2	$7.63K	Hold	51	–	–	﹤0.01%	169
2024 Q1	$7.14K	Hold	51	–	–	﹤0.01%	183
2023 Q4	$6.96K	Hold	51	–	–	﹤0.01%	143
2023 Q3	$6.57K	Hold	51	–	–	﹤0.01%	142
2023 Q2	$6.77K	Hold	51	–	–	﹤0.01%	126
2023 Q1	$6.6K	Sell	51 -59	-54%	-$7.71K	﹤0.01%	120
2022 Q4	$14.9K	Buy	+110	New	+$14.6K	0.01%	92

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

DecisionPoint Financial's XLV Position: Q3 2026 in Review

DecisionPoint Financial opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 25 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: DecisionPoint Financial previously reported a position in XLV as recently as Q1 2026.

DecisionPoint Financial first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.9K in Q4 2022. 795 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

DecisionPoint Financial held 25 shares of State Street Health Care Select Sector SPDR ETF worth $4.16K as of Q3 2026.
State Street Health Care Select Sector SPDR ETF was a new DecisionPoint Financial position in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #302 holding.
DecisionPoint Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
DecisionPoint Financial's State Street Health Care Select Sector SPDR ETF position peaked at $14.9K in Q4 2022.
795 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.