Focus Partners Wealth
XLV icon

Focus Partners Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Focus Partners Wealth’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 		$452M Sell
3,081,363
-16,785
-0.5% -$2.59M 0.5% 43
2025
Q4 		$480M Buy
3,098,148
+358,247
+13% +$53.7M 0.55% 37
2025
Q3 		$381M Buy
2,739,901
+1,799,103
+191% +$243M 0.62% 37
2025
Q2 		$127M Buy
940,798
+77,597
+9% +$10.5M 0.28% 72
2025
Q1 		$126M Sell
863,201
-18,357
-2% -$2.67M 0.32% 67
2024
Q4 		$121M Buy
881,558
+79,684
+10% +$11.7M 0.32% 63
2024
Q3 		$124M Buy
801,874
+9,783
+1% +$1.48M 0.39% 54
2024
Q2 		$115M Buy
792,091
+737,925
+1,362% +$106M 0.39% 62
2024
Q1 		$8M Buy
54,166
+22,830
+73% +$3.28M 0.07% 243
2023
Q4 		$4.27M Buy
+31,336
New +$4.08M 0.06% 253

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return