Leicht Financial Planning & Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Leicht Financial Planning & Wealth 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	-29,923	Closed	-$4.16M	–	16
2025 Q3	$4.16M	Buy	29,923 +155	+0.5%	+$21K	1.88%	12
2025 Q2	$4.01M	Buy	29,768 +2,367	+9%	+$320K	1.91%	12
2025 Q1	$4M	Buy	27,401 +2,253	+9%	+$327K	2.09%	14
2024 Q4	$3.46M	Buy	25,148 +459	+2%	+$67.2K	1.77%	15
2024 Q3	$3.8M	Buy	+24,689	New	+$3.74M	1.91%	15
2024 Q2	–	Sell	-37,695	Closed	-$5.57M	–	20
2024 Q1	$5.57M	Sell	37,695 -949	-2%	-$136K	3.05%	9
2023 Q4	$5.27M	Buy	38,644 +1,023	+3%	+$133K	3.02%	10
2023 Q3	$4.84M	Buy	37,621 +488	+1%	+$64.8K	2.99%	9
2023 Q2	$4.93M	Sell	37,133 -137	-0.4%	-$18.1K	2.98%	11
2023 Q1	$4.82M	Sell	37,270 -42,869	-53%	-$5.6M	2.97%	13
2022 Q4	$10.9M	Buy	80,139 +14,180	+21%	+$1.88M	7.3%	4
2022 Q3	$7.99M	Sell	65,959 -1,949	-3%	-$251K	5.71%	7
2022 Q2	$8.71M	Buy	67,908 +33,092	+95%	+$4.34M	5.9%	6
2022 Q1	$4.77M	Buy	+34,816	New	+$4.61M	2.84%	18
2021 Q2	–	Sell	-28,901	Closed	-$3.37M	–	26
2021 Q1	$3.37M	Sell	28,901 -26,630	-48%	-$3.07M	2.18%	19
2020 Q4	$6.3M	Buy	55,531 +5,278	+11%	+$576K	4.27%	11
2020 Q3	$5.3M	Buy	50,253 +10,906	+28%	+$1.15M	3.93%	11
2020 Q2	$3.96M	Buy	+39,347	New	+$3.88M	3.15%	14
2019 Q1	–	Sell	-3,455	Closed	-$300K	–	46
2018 Q4	$300K	Sell	3,455 -4,540	-57%	-$411K	0.4%	33
2018 Q3	$760K	Sell	7,995 -859	-10%	-$77.6K	0.9%	29
2018 Q2	$742K	Sell	8,854 -687	-7%	-$56.9K	0.63%	19
2018 Q1	$760K	Sell	9,541 -3,061	-24%	-$261K	0.66%	17
2017 Q4	$1.07M	Sell	12,602 -6,658	-35%	-$549K	0.9%	17
2017 Q3	$1.59M	Sell	19,260 -31,074	-62%	-$2.5M	1.32%	15
2017 Q2	$3.98M	Buy	50,334 +8,195	+19%	+$624K	3.43%	11
2017 Q1	$3.12M	Buy	42,139 +21,657	+106%	+$1.58M	2.84%	12
2016 Q4	$1.43M	Buy	+20,482	New	+$1.42M	1.32%	17

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

Leicht Financial Planning & Wealth Management's XLV Position: Q4 2025 in Review

Leicht Financial Planning & Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 29,923 shares — an estimated $4.16M sold.

Leicht Financial Planning & Wealth Management first reported a position in XLV in Q4 2016 and held it in 27 quarters. The position peaked at $10.9M in Q4 2022. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Leicht Financial Planning & Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 29,923 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $4.16M.
Leicht Financial Planning & Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and held it in 27 quarters.
Leicht Financial Planning & Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $10.9M in Q4 2022.
1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.