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

First Horizon 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 Q2	$4.33M	Buy	32,136 +683	+2%	+$92.2K	0.11%	156
2025 Q1	$4.59M	Buy	31,453 +269	+0.9%	+$39.1K	0.13%	148
2024 Q4	$4.29M	Buy	31,184 +52	+0.2%	+$7.61K	0.12%	153
2024 Q3	$4.79M	Sell	31,132 -467	-1%	-$70.8K	0.13%	152
2024 Q2	$4.61M	Buy	31,599 +238	+0.8%	+$34.1K	0.14%	146
2024 Q1	$4.63M	Buy	31,361 +416	+1%	+$59.7K	0.14%	147
2023 Q4	$4.22M	Sell	30,945 -423	-1%	-$55K	0.14%	151
2023 Q3	$4.04M	Buy	31,368 +1,340	+4%	+$178K	0.15%	151
2023 Q2	$3.99M	Buy	30,028 +138	+0.5%	+$18.2K	0.14%	156
2023 Q1	$3.87M	Buy	29,890 +570	+2%	+$74.5K	0.14%	163
2022 Q4	$3.98M	Buy	29,320 +108	+0.4%	+$14.3K	0.15%	165
2022 Q3	$3.54M	Sell	29,212 -552	-2%	-$71.1K	0.14%	166
2022 Q2	$3.82M	Buy	29,764 +3,024	+11%	+$396K	0.14%	170
2022 Q1	$3.66M	Sell	26,740 -8,751	-25%	-$1.16M	0.2%	132
2021 Q4	$5M	Buy	35,491 +1,159	+3%	+$154K	0.15%	169
2021 Q3	$4.37M	Buy	34,332 +20,582	+150%	+$2.72M	0.14%	179
2021 Q2	$1.73M	Buy	13,750 +596	+5%	+$73K	0.09%	165
2021 Q1	$1.53M	Buy	13,154 +539	+4%	+$62.2K	0.09%	167
2020 Q4	$1.43M	Buy	12,615 +362	+3%	+$39.5K	0.1%	151
2020 Q3	$1.29M	Sell	12,253 -85	-0.7%	-$8.95K	0.1%	152
2020 Q2	$1.23M	Sell	12,338 -78	-0.6%	-$7.7K	0.1%	155
2020 Q1	$1.1M	Sell	12,416 -114	-0.9%	-$11.1K	0.1%	146
2019 Q4	$1.28M	Buy	12,530 +2	+0%	+$192	0.09%	160
2019 Q3	$1.13M	Sell	12,528 -185	-1%	-$16.9K	0.09%	161
2019 Q2	$1.18M	Sell	12,713 -75	-0.6%	-$6.74K	0.09%	163
2019 Q1	$1.17M	Sell	12,788 -11	-0.1%	-$992	0.09%	161
2018 Q4	$1.11M	Buy	12,799 +61	+0.5%	+$5.52K	0.1%	162
2018 Q3	$1.21M	Sell	12,738 -939	-7%	-$84.8K	0.09%	173
2018 Q2	$1.14M	Buy	13,677 +8,304	+155%	+$688K	0.1%	171
2018 Q1	$437K	Hold	5,373	–	–	0.04%	215
2017 Q4	$444K	Buy	5,373 +13	+0.2%	+$1.07K	0.04%	223
2017 Q3	$438K	Buy	5,360 +675	+14%	+$54.2K	0.05%	211
2017 Q2	$371K	Sell	4,685 -825	-15%	-$62.9K	0.04%	230
2017 Q1	$410K	Buy	5,510 +125	+2%	+$9.11K	0.05%	227
2016 Q4	$388K	Hold	5,385	–	–	0.05%	230
2016 Q3	$388K	Hold	5,385	–	–	0.05%	227
2016 Q2	$386K	Hold	5,385	–	–	0.05%	220
2016 Q1	$365K	Sell	5,385 -951	-15%	-$63.7K	0.04%	241
2015 Q4	$456K	Buy	6,336 +951	+18%	+$67.2K	0.08%	181
2015 Q3	$357K	Hold	5,385	–	–	0.06%	218
2015 Q2	$401K	Hold	5,385	–	–	0.06%	218
2015 Q1	$390K	Buy	5,385 +200	+4%	+$14.3K	0.06%	232
2014 Q4	$355K	Hold	5,185	–	–	0.05%	240
2014 Q3	$331K	Sell	5,185 -200	-4%	-$12.5K	0.05%	239
2014 Q2	$328K	Buy	5,385 +125	+2%	+$7.34K	0.05%	265
2014 Q1	$308K	Sell	5,260 -410	-7%	-$23.6K	0.04%	263
2013 Q4	$314K	Hold	5,670	–	–	0.05%	251
2013 Q3	$287K	Buy	+5,670	New	+$285K	0.05%	244

Other funds holding XLV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

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

First Horizon Advisors's XLV Position: Q2 2025 in Review

First Horizon Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.2% in Q2 2025, buying an estimated $92.2K and bringing the position to 32,136 shares worth $4.33M. The position accounts for 0.11% of the portfolio, ranked #156.

First Horizon Advisors first reported a position in XLV in Q3 2013 and has held it in 48 quarters since. The position peaked at $5M in Q4 2021. 1,678 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

First Horizon Advisors held 32,136 shares of State Street Health Care Select Sector SPDR ETF worth $4.33M as of Q2 2025.
First Horizon Advisors bought 683 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $92.2K.
State Street Health Care Select Sector SPDR ETF made up 0.11% of First Horizon Advisors's portfolio in Q2 2025, its #156 holding.
First Horizon Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2013 and has held it in 48 quarters since.
First Horizon Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $5M in Q4 2021.
1,678 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.