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L.J. Altfest & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

L.J. Altfest & Co’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
-1,766
Closed -$246K – 375
2025
Q3 		$246K Sell
1,766
-153
-8% -$20.7K 0.03% 308
2025
Q2 		$259K Sell
1,919
-419
-18% -$56.6K 0.03% 296
2025
Q1 		$341K Sell
2,338
-9,543
-80% -$1.39M 0.04% 254
2024
Q4 		$1.63M Buy
11,881
+5,108
+75% +$747K 0.21% 81
2024
Q3 		$1.04M Buy
6,773
+335
+5% +$50.8K 0.14% 126
2024
Q2 		$938K Sell
6,438
-338
-5% -$48.5K 0.13% 122
2024
Q1 		$1M Buy
6,776
+944
+16% +$135K 0.14% 119
2023
Q4 		$795K Sell
5,832
-563
-9% -$73.2K 0.12% 132
2023
Q3 		$823K Buy
6,395
+323
+5% +$42.9K 0.13% 127
2023
Q2 		$806K Sell
6,072
-132
-2% -$17.4K 0.12% 125
2023
Q1 		$803K Sell
6,204
-1,963
-24% -$256K 0.13% 113
2022
Q4 		$1.11M Sell
8,167
-2,984
-27% -$395K 0.18% 87
2022
Q3 		$1.35M Buy
11,151
+526
+5% +$67.8K 0.25% 60
2022
Q2 		$1.36M Buy
10,625
+956
+10% +$125K 0.24% 65
2022
Q1 		$1.32M Buy
9,669
+2,509
+35% +$332K 0.24% 65
2021
Q4 		$1.01M Buy
7,160
+2,464
+52% +$327K 0.19% 96
2021
Q3 		$598K Sell
4,696
-303
-6% -$40K 0.13% 120
2021
Q2 		$630K Buy
4,999
+311
+7% +$38.1K 0.14% 117
2021
Q1 		$547K Buy
4,688
+950
+25% +$110K 0.13% 126
2020
Q4 		$424K Buy
+3,738
New +$408K 0.1% 150
2019
Q1 		– Sell
-2,596
Closed -$225K – 191
2018
Q4 		$225K Sell
2,596
-417
-14% -$37.7K 0.06% 136
2018
Q3 		$287K Sell
3,013
-23
-0.8% -$2.08K 0.08% 140
2018
Q2 		$253K Sell
3,036
-471
-13% -$39K 0.09% 141
2018
Q1 		$285K Sell
3,507
-406
-10% -$34.6K 0.12% 132
2017
Q4 		$324K Sell
3,913
-26,851
-87% -$2.21M 0.12% 123
2017
Q3 		$2.51M Sell
30,764
-8,394
-21% -$674K 1.22% 15
2017
Q2 		$3.1M Buy
39,158
+2,147
+6% +$164K 1.87% 11
2017
Q1 		$2.75M Buy
+37,011
New +$2.7M 1.09% 16

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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

L.J. Altfest & Co's XLV Position: Q4 2025 in Review

L.J. Altfest & Co sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 1,766 shares — an estimated $246K sold.

L.J. Altfest & Co first reported a position in XLV in Q1 2017 and held it in 28 quarters. The position peaked at $3.1M in Q2 2017. 1,837 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

  • L.J. Altfest & Co reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 1,766 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $246K.
  • L.J. Altfest & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and held it in 28 quarters.
  • L.J. Altfest & Co's State Street Health Care Select Sector SPDR ETF position peaked at $3.1M in Q2 2017.
  • 1,837 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on L.J. Altfest & Co's 13F filing for Q4 2025, filed 23 Jan 2026.