LGT Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

LGT Financial Advisors’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	-116	Closed	-$16.1K	–	391
2025 Q3	$16.1K	Buy	116 +3	+3%	+$406	0.03%	200
2025 Q2	$15.2K	Sell	113 -11	-9%	-$1.49K	0.04%	176
2025 Q1	$18.1K	Buy	124 +82	+195%	+$11.9K	0.06%	158
2024 Q4	$5.78K	Sell	42 -45	-52%	-$6.58K	0.01%	526
2024 Q3	$13.5K	Buy	87 +5	+6%	+$758	0.03%	362
2024 Q2	$12K	Sell	82 -844	-91%	-$121K	0.03%	427
2024 Q1	$137K	Buy	926 +396	+75%	+$56.8K	0.16%	151
2023 Q4	$72.3K	Sell	530 -91	-15%	-$11.8K	0.09%	185
2023 Q3	$79.9K	Sell	621 -9	-1%	-$1.2K	0.1%	182
2023 Q2	$83.6K	Buy	+630	New	+$83K	0.09%	142
2023 Q1	–	Sell	-27	Closed	-$3.73K	–	209
2022 Q4	$3.73K	Buy	+27	New	+$3.58K	﹤0.01%	170

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 $424B AUM 22.94% 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 $20.6B AUM 59.59% 1-Year Est. Return

LGT Financial Advisors's XLV Position: Q4 2025 in Review

LGT Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 116 shares — an estimated $16.1K sold.

LGT Financial Advisors first reported a position in XLV in Q4 2022 and held it in 11 quarters. The position peaked at $137K in Q1 2024. 1,833 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

LGT Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 116 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $16.1K.
LGT Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $137K in Q1 2024.
1,833 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.