Fort Point Capital Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Fort Point Capital Partners’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	-4,482	Closed	-$604K	–	320
2025 Q2	$604K	Buy	4,482 +42	+0.9%	+$5.67K	0.04%	201
2025 Q1	$648K	Sell	4,440 -200	-4%	-$29.1K	0.07%	171
2024 Q4	$638K	Sell	4,640 -366	-7%	-$53.6K	0.07%	174
2024 Q3	$771K	Sell	5,006 -660	-12%	-$100K	0.1%	139
2024 Q2	$826K	Sell	5,666 -727	-11%	-$104K	0.1%	138
2024 Q1	$944K	Sell	6,393 -237	-4%	-$34K	0.13%	127
2023 Q4	$904K	Buy	6,630 +1,027	+18%	+$134K	0.13%	113
2023 Q3	$721K	Sell	5,603 -1,001	-15%	-$133K	0.11%	114
2023 Q2	$877K	Sell	6,604 -53,936	-89%	-$7.11M	0.12%	108
2023 Q1	$7.84M	Sell	60,540 -1,696	-3%	-$222K	1.19%	15
2022 Q4	$8.45M	Buy	62,236 +341	+0.6%	+$45.2K	1.32%	18
2022 Q3	$7.5M	Buy	61,895 +2,093	+3%	+$270K	1.25%	20
2022 Q2	$7.67M	Buy	59,802 +24,619	+70%	+$3.23M	1.25%	22
2022 Q1	$4.82M	Buy	35,183 +32,738	+1,339%	+$4.33M	0.67%	40
2021 Q4	$344K	Sell	2,445 -25	-1%	-$3.32K	0.05%	213
2021 Q3	$314K	Buy	+2,470	New	+$326K	0.05%	188

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Fort Point Capital Partners's XLV Position: Q3 2025 in Review

Fort Point Capital Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 4,482 shares — an estimated $604K sold.

Fort Point Capital Partners first reported a position in XLV in Q3 2021 and held it in 16 quarters. The position peaked at $8.45M in Q4 2022. 1,651 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Fort Point Capital Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Fort Point Capital Partners sold 4,482 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $604K.
Fort Point Capital Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and held it in 16 quarters.
Fort Point Capital Partners's State Street Health Care Select Sector SPDR ETF position peaked at $8.45M in Q4 2022.
1,651 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.