Financial Advocates Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Financial Advocates Investment Management’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 Q3	$1.05M	Sell	7,519 -8,421	-53%	-$1.14M	0.59%	47
2025 Q2	$2.15M	Sell	15,940 -4,459	-22%	-$602K	0.18%	120
2025 Q1	$2.98M	Sell	20,399 -6,619	-24%	-$962K	0.21%	114
2024 Q4	$3.72M	Sell	27,018 -69,774	-72%	-$10.2M	0.21%	100
2024 Q3	$14.7M	Buy	96,792 +54,678	+130%	+$8.29M	0.83%	19
2024 Q2	$6.14M	Sell	42,114 -19,854	-32%	-$2.85M	0.38%	54
2024 Q1	$7.7M	Buy	61,968 +747	+1%	+$107K	0.45%	55
2023 Q4	$6.88M	Buy	61,221 +21,996	+56%	+$2.86M	0.45%	55
2023 Q3	$4.62M	Buy	39,225 +6,019	+18%	+$799K	0.33%	76
2023 Q2	$4.41M	Sell	33,206 -9,962	-23%	-$1.31M	0.31%	80
2023 Q1	$5.59M	Sell	43,168 -7,252	-14%	-$947K	0.4%	55
2022 Q4	$6.85M	Buy	50,420 +19,258	+62%	+$2.55M	0.51%	43
2022 Q3	$3.76M	Sell	31,162 -10,886	-26%	-$1.4M	0.31%	85
2022 Q2	$5.39M	Buy	42,048 +947	+2%	+$124K	0.44%	49
2022 Q1	$5.63M	Buy	41,101 +14,662	+55%	+$1.94M	0.37%	61
2021 Q4	$3.73M	Buy	26,439 +1,240	+5%	+$165K	0.23%	105
2021 Q3	$3.21M	Sell	25,199 -10,064	-29%	-$1.33M	0.22%	117
2021 Q2	$4.44M	Sell	35,263 -1,962	-5%	-$240K	0.3%	73
2021 Q1	$4.35M	Sell	37,225 -20,568	-36%	-$2.37M	0.31%	68
2020 Q4	$7.92M	Buy	57,793 +21,029	+57%	+$2.3M	0.54%	35
2020 Q3	$3.88M	Sell	36,764 -29,094	-44%	-$3.06M	0.33%	65
2020 Q2	$6.59M	Buy	65,858 +35,444	+117%	+$3.5M	0.62%	31
2020 Q1	$2.69M	Buy	30,414 +3,251	+12%	+$316K	0.38%	68
2019 Q4	$2.77M	Buy	27,163 +1,011	+4%	+$97.2K	0.29%	91
2019 Q3	$2.36M	Buy	26,152 +99	+0.4%	+$9.04K	0.27%	99
2019 Q2	$2.41M	Sell	26,053 -151	-0.6%	-$13.6K	0.28%	93
2019 Q1	$2.4M	Sell	26,204 -7,393	-22%	-$667K	0.3%	89
2018 Q4	$2.91M	Sell	33,597 -1,811	-5%	-$164K	0.4%	67
2018 Q3	$3.37M	Sell	35,408 -5,256	-13%	-$475K	0.38%	66
2018 Q2	$3.4M	Buy	40,664 +847	+2%	+$70.2K	0.41%	64
2018 Q1	$3.24M	Buy	39,817 +5,293	+15%	+$451K	0.42%	61
2017 Q4	$2.85M	Buy	+34,524	New	+$2.85M	0.39%	62

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Financial Advocates Investment Management's XLV Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 53% in Q3 2025, selling an estimated $1.14M and leaving 7,519 shares worth $1.05M. The position accounts for 0.59% of the portfolio, ranked #47.

Financial Advocates Investment Management first reported a position in XLV in Q4 2017 and has held it in 32 quarters since. The position peaked at $14.7M in Q3 2024. 1,650 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Financial Advocates Investment Management held 7,519 shares of State Street Health Care Select Sector SPDR ETF worth $1.05M as of Q3 2025.
Financial Advocates Investment Management sold 8,421 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $1.14M.
State Street Health Care Select Sector SPDR ETF made up 0.59% of Financial Advocates Investment Management's portfolio in Q3 2025, its #47 holding.
Financial Advocates Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 32 quarters since.
Financial Advocates Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $14.7M in Q3 2024.
1,650 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.