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

Financial Insights’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 		– Sell
-5,284
Closed -$712K – 148
2025
Q2 		$712K Sell
5,284
-45
-0.8% -$6.08K 0.26% 52
2025
Q1 		$778K Buy
5,329
+201
+4% +$29.2K 0.31% 43
2024
Q4 		$705K Buy
5,128
+196
+4% +$28.7K 0.26% 49
2024
Q3 		$760K Buy
4,932
+700
+17% +$106K 0.24% 64
2024
Q2 		$617K Sell
4,232
-283
-6% -$40.6K 0.17% 81
2024
Q1 		$667K Sell
4,515
-163
-3% -$23.4K 0.19% 88
2023
Q4 		$638K Sell
4,678
-60
-1% -$7.8K 0.2% 83
2023
Q3 		$590K Sell
4,738
-24
-0.5% -$3.19K 0.21% 84
2023
Q2 		$632K Sell
4,762
-745
-14% -$98.2K 0.23% 82
2023
Q1 		$713K Buy
5,507
+46
+0.8% +$6.01K 0.29% 63
2022
Q4 		$742K Sell
5,461
-290
-5% -$38.4K 0.35% 56
2022
Q3 		$697K Sell
5,751
-258
-4% -$33.2K 0.47% 44
2022
Q2 		$771K Sell
6,009
-100
-2% -$13.1K 0.78% 33
2022
Q1 		$837K Buy
6,109
+300
+5% +$39.7K 0.77% 33
2021
Q4 		$818K Buy
5,809
+108
+2% +$14.3K 0.71% 34
2021
Q3 		$726K Buy
5,701
+250
+5% +$33K 0.67% 35
2021
Q2 		$687K Buy
5,451
+12
+0.2% +$1.47K 0.57% 36
2021
Q1 		$635K Hold
5,439
– – 0.47% 39
2020
Q4 		$617K Sell
5,439
-630
-10% -$68.8K 0.48% 39
2020
Q3 		$640K Buy
6,069
+4,896
+417% +$515K 0.54% 33
2020
Q2 		$607K Sell
1,173
-4,917
-81% -$485K 0.54% 30
2020
Q1 		$539K Sell
6,090
-195
-3% -$18.9K 0.57% 30
2019
Q4 		$640K Sell
6,285
-42
-0.7% -$4.04K 0.56% 32
2019
Q3 		$570K Hold
6,327
– – 0.55% 31
2019
Q2 		$573K Hold
6,327
– – 0.58% 29
2019
Q1 		$565K Hold
6,327
– – 0.59% 27
2018
Q4 		$574K Buy
+6,327
New +$573K 0.64% 25

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Financial Insights's XLV Position: Q3 2025 in Review

Financial Insights sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 5,284 shares — an estimated $712K sold.

Financial Insights first reported a position in XLV in Q4 2018 and held it in 27 quarters. The position peaked at $837K in Q1 2022. 1,651 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Financial Insights reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Insights sold 5,284 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $712K.
  • Financial Insights first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and held it in 27 quarters.
  • Financial Insights's State Street Health Care Select Sector SPDR ETF position peaked at $837K in Q1 2022.
  • 1,651 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Financial Insights's 13F filing for Q3 2025, filed 1 Apr 2026.