Foster Dykema Cabot & Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Foster Dykema Cabot & 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 Q4	–	Sell	-111	Closed	-$15.4K	–	437
2025 Q3	$15.4K	Hold	111	–	–	﹤0.01%	320
2025 Q2	$15K	Hold	111	–	–	﹤0.01%	270
2025 Q1	$16.2K	Sell	111 -5,049	-98%	-$733K	﹤0.01%	263
2024 Q4	$710K	Hold	5,160	–	–	0.06%	65
2024 Q3	$795K	Hold	5,160	–	–	0.07%	59
2024 Q2	$752K	Sell	5,160 -254	-5%	-$36.4K	0.07%	49
2024 Q1	$800K	Sell	5,414 -131,214	-96%	-$18.8M	0.07%	46
2023 Q4	$18.6M	Buy	+136,628	New	+$17.8M	1.97%	19

Other funds holding XLV

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Foster Dykema Cabot & Partners's XLV Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 111 shares — an estimated $15.4K sold.

Foster Dykema Cabot & Partners first reported a position in XLV in Q4 2023 and held it in 8 quarters. The position peaked at $18.6M in Q4 2023. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Foster Dykema Cabot & Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 111 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $15.4K.
Foster Dykema Cabot & Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Foster Dykema Cabot & Partners's State Street Health Care Select Sector SPDR ETF position peaked at $18.6M in Q4 2023.
1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.