Koesten Hirschmann & Crabtree’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Koesten Hirschmann & Crabtree’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	-594	Closed	-$82.7K	–	243
2025 Q3	$82.7K	Hold	594	–	–	0.04%	65
2025 Q2	$80.1K	Hold	594	–	–	0.04%	64
2025 Q1	$86.7K	Sell	594 -100	-14%	-$14.5K	0.05%	61
2024 Q4	$95.5K	Sell	694 -170	-20%	-$24.9K	0.05%	59
2024 Q3	$133K	Hold	864	–	–	0.08%	43
2024 Q2	$128K	Hold	864	–	–	0.08%	42
2024 Q1	$128K	Buy	864 +558	+182%	+$80K	0.08%	42
2023 Q4	$41.7K	Sell	306 -91	-23%	-$11.8K	0.03%	77
2023 Q3	$51.1K	Buy	397 +91	+30%	+$12.1K	0.04%	53
2023 Q2	$40.6K	Hold	306	–	–	0.03%	64
2023 Q1	$39.6K	Hold	306	–	–	0.03%	69
2022 Q4	$41.6K	Buy	+306	New	+$40.5K	0.03%	66

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

Koesten Hirschmann & Crabtree's XLV Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 594 shares — an estimated $82.7K sold.

Koesten Hirschmann & Crabtree first reported a position in XLV in Q4 2022 and held it in 12 quarters. The position peaked at $133K in Q3 2024. 1,837 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 594 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $82.7K.
Koesten Hirschmann & Crabtree first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's State Street Health Care Select Sector SPDR ETF position peaked at $133K in Q3 2024.
1,837 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.