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

Friedenthal Financial’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
-157
Closed -$21.9K – 323
2025
Q3 		$21.9K Hold
157
– – 0.01% 168
2025
Q2 		$21.2K Buy
+157
New +$21.2K 0.01% 167
2024
Q3 		– Sell
-988
Closed -$144K – 315
2024
Q2 		$144K Sell
988
-211
-18% -$30.3K 0.09% 109
2024
Q1 		$177K Buy
+1,199
New +$172K 0.11% 109
2023
Q4 		– Sell
-8,295
Closed -$1.07M – 270
2023
Q3 		$1.07M Sell
8,295
-267
-3% -$35.4K 0.72% 32
2023
Q2 		$1.14M Sell
8,562
-15
-0.2% -$1.98K 0.76% 34
2023
Q1 		$1.11M Buy
8,577
+182
+2% +$23.8K 0.78% 34
2022
Q4 		$1.14M Buy
+8,395
New +$1.11M 0.79% 30
2021
Q4 		– Sell
-48,608
Closed -$6.19M – 80
2021
Q3 		$6.19M Buy
+48,608
New +$6.42M 3.66% 8
2016
Q2 		– Sell
-6,073
Closed -$437K – 57
2016
Q1 		$437K Hold
6,073
– – 0.4% 30
2015
Q4 		$437K Hold
6,073
– – 0.4% 30
2015
Q3 		$402K Sell
6,073
-94,127
-94% -$6.88M 0.36% 23
2015
Q2 		$7.45M Sell
100,200
-3,546
-3% -$263K 6.47% 3
2015
Q1 		$7.52M Sell
103,746
-16,981
-14% -$1.21M 6.37% 5
2014
Q4 		$8.26M Sell
120,727
-3,714
-3% -$249K 7.01% 4
2014
Q3 		$7.95M Sell
124,441
-5,946
-5% -$372K 6.76% 5
2014
Q2 		$7.93M Sell
130,387
-200,933
-61% -$11.8M 6.43% 5
2014
Q1 		$7.4M Buy
331,320
+209,520
+172% +$12.1M 6.25% 11
2013
Q4 		$6.75M Buy
+121,800
New +$6.51M 6.26% 11

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 $1.56T 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 $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Friedenthal Financial's XLV Position: Q4 2025 in Review

Friedenthal Financial sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 157 shares — an estimated $21.9K sold.

Friedenthal Financial first reported a position in XLV in Q4 2013 and held it in 19 quarters. The position peaked at $8.26M in Q4 2014. 1,833 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

  • Friedenthal Financial reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Friedenthal Financial sold 157 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $21.9K.
  • Friedenthal Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and held it in 19 quarters.
  • Friedenthal Financial's State Street Health Care Select Sector SPDR ETF position peaked at $8.26M in Q4 2014.
  • 1,833 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Friedenthal Financial's 13F filing for Q4 2025, filed 27 Jan 2026.