Gilman Hill Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Gilman Hill Asset Management’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	-1,875	Closed	-$261K	–	244
2025 Q3	$261K	Sell	1,875 -206	-10%	-$27.9K	0.04%	190
2025 Q2	$281K	Buy	2,081 +26	+1%	+$3.51K	0.05%	187
2025 Q1	$300K	Sell	2,055 -165	-7%	-$24K	0.05%	174
2024 Q4	$305K	Hold	2,220	–	–	0.05%	175
2024 Q3	$342K	Hold	2,220	–	–	0.06%	168
2024 Q2	$324K	Sell	2,220 -60	-3%	-$8.61K	0.06%	159
2024 Q1	$337K	Sell	2,280 -705	-24%	-$101K	0.06%	164
2023 Q4	$407K	Buy	2,985 +445	+18%	+$57.9K	0.08%	146
2023 Q3	$327K	Hold	2,540	–	–	0.06%	156
2023 Q2	$337K	Sell	2,540 -395	-13%	-$52.1K	0.06%	161
2023 Q1	$380K	Buy	2,935 +10	+0.3%	+$1.31K	0.08%	149
2022 Q4	$397K	Hold	2,925	–	–	0.08%	150
2022 Q3	$354K	Hold	2,925	–	–	0.08%	155
2022 Q2	$375K	Sell	2,925 -1,580	-35%	-$207K	0.08%	153
2022 Q1	$617K	Buy	4,505 +70	+2%	+$9.27K	0.14%	124
2021 Q4	$625K	Sell	4,435 -25	-0.6%	-$3.32K	0.14%	121
2021 Q3	$568K	Sell	4,460 -100	-2%	-$13.2K	0.15%	117
2021 Q2	$574K	Hold	4,560	–	–	0.15%	116
2021 Q1	$532K	Hold	4,560	–	–	0.15%	116
2020 Q4	$517K	Sell	4,560 -15	-0.3%	-$1.64K	0.17%	109
2020 Q3	$483K	Buy	4,575 +160	+4%	+$16.8K	0.19%	111
2020 Q2	$442K	Hold	4,415	–	–	0.18%	112
2020 Q1	$391K	Buy	4,415 +365	+9%	+$35.5K	0.19%	115
2019 Q4	$413K	Hold	4,050	–	–	0.13%	126
2019 Q3	$365K	Hold	4,050	–	–	0.12%	135
2019 Q2	$375K	Sell	4,050 -150	-4%	-$13.5K	0.13%	129
2019 Q1	$385K	Hold	4,200	–	–	0.14%	129
2018 Q4	$363K	Hold	4,200	–	–	0.15%	127
2018 Q3	$400K	Hold	4,200	–	–	0.16%	118
2018 Q2	$351K	Hold	4,200	–	–	0.14%	123
2018 Q1	$342K	Buy	+4,200	New	+$358K	0.15%	125

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Gilman Hill Asset Management's XLV Position: Q4 2025 in Review

Gilman Hill Asset Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 1,875 shares — an estimated $261K sold.

Gilman Hill Asset Management first reported a position in XLV in Q1 2018 and held it in 31 quarters. The position peaked at $625K in Q4 2021. 1,837 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Gilman Hill Asset Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Gilman Hill Asset Management sold 1,875 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $261K.
Gilman Hill Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and held it in 31 quarters.
Gilman Hill Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $625K in Q4 2021.
1,837 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Gilman Hill Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.