Janney Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Janney Capital 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	$1.69M	Buy	10,913 +20	+0.2%	+$3K	0.11%	134
2025 Q3	$1.52M	Sell	10,893 -206	-2%	-$27.9K	0.09%	135
2025 Q2	$1.5M	Sell	11,099 -13	-0.1%	-$1.75K	0.1%	130
2025 Q1	$1.62M	Sell	11,112 -97,482	-90%	-$14.2M	0.11%	128
2024 Q4	$14.9M	Sell	108,594 -5,788	-5%	-$847K	0.99%	30
2024 Q3	$17.6M	Buy	+114,382	New	+$17.3M	1.19%	18
2024 Q2	–	Sell	-9,896	Closed	-$1.46M	–	240
2024 Q1	$1.46M	Buy	9,896 +704	+8%	+$101K	0.1%	131
2023 Q4	$1.25M	Sell	9,192 -1,264	-12%	-$164K	0.08%	128
2023 Q3	$1.35M	Buy	10,456 +229	+2%	+$30.4K	0.1%	119
2023 Q2	$1.36M	Sell	10,227 -1,273	-11%	-$168K	0.09%	124
2023 Q1	$1.49M	Sell	11,500 -191,254	-94%	-$25M	0.11%	117
2022 Q4	$27.5M	Sell	202,754 -6,983	-3%	-$925K	1.97%	5
2022 Q3	$25.4M	Sell	209,737 -3,092	-1%	-$398K	2.07%	6
2022 Q2	$27.3M	Buy	212,829 +1,002	+0.5%	+$131K	2.19%	5
2022 Q1	$29M	Sell	211,827 -5,010	-2%	-$663K	2.06%	6
2021 Q4	$30.6M	Sell	216,837 -3,866	-2%	-$513K	1.99%	9
2021 Q3	$28.1M	Buy	220,703 +129,212	+141%	+$17.1M	1.89%	8
2021 Q2	$11.5M	Buy	91,491 +88,294	+2,762%	+$10.8M	0.74%	55
2021 Q1	$373K	Buy	3,197 +458	+17%	+$52.9K	0.02%	164
2020 Q4	$311K	Buy	2,739 +255	+10%	+$27.8K	0.02%	166
2020 Q3	$262K	Buy	2,484 +180	+8%	+$18.9K	0.02%	182
2020 Q2	$231K	Buy	+2,304	New	+$227K	0.02%	181

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

Janney Capital Management's XLV Position: Q4 2025 in Review

Janney Capital Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.18% in Q4 2025, buying an estimated $3K and bringing the position to 10,913 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #134.

Janney Capital Management first reported a position in XLV in Q2 2020 and has held it in 22 quarters since. The position peaked at $30.6M in Q4 2021. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Janney Capital Management held 10,913 shares of State Street Health Care Select Sector SPDR ETF worth $1.69M as of Q4 2025.
Janney Capital Management bought 20 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $3K.
State Street Health Care Select Sector SPDR ETF made up 0.11% of Janney Capital Management's portfolio in Q4 2025, its #134 holding.
Janney Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 22 quarters since.
Janney Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $30.6M in Q4 2021.
1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.