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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$2.86M Buy
19,622
+11,033
+128% +$1.6M 0.26% 56
2024
Q4
$1.18M Buy
8,589
+17
+0.2% +$2.49K 0.11% 116
2024
Q3
$1.32M Sell
8,572
-1,748
-17% -$265K 0.12% 109
2024
Q2
$1.5M Sell
10,320
-4,150
-29% -$595K 0.14% 95
2024
Q1
$2.14M Sell
14,470
-255
-2% -$36.6K 0.2% 74
2023
Q4
$2.01M Sell
14,725
-384
-3% -$50K 0.2% 67
2023
Q3
$1.95M Sell
15,109
-119
-0.8% -$15.8K 0.22% 68
2023
Q2
$2.02M Buy
15,228
+214
+1% +$28.2K 0.22% 70
2023
Q1
$1.94M Buy
15,014
+742
+5% +$96.9K 0.23% 66
2022
Q4
$1.94M Buy
14,272
+13,696
+2,378% +$1.81M 0.24% 71
2022
Q3
$70K Sell
576
-582
-50% -$75K 0.01% 549
2022
Q2
$149K Buy
1,158
+1,011
+688% +$133K 0.02% 353
2022
Q1
$20K Sell
147
-48
-25% -$6.36K ﹤0.01% 1012
2021
Q4
$27K Buy
+195
New +$25.9K ﹤0.01% 922
2021
Q3
Sell
-263
Closed -$33K 2022
2021
Q2
$33K Hold
263
0.01% 612
2021
Q1
$31K Sell
263
-87
-25% -$10K 0.01% 598
2020
Q4
$40K Sell
350
-203
-37% -$22.2K 0.01% 475
2020
Q3
$58K Buy
553
+203
+58% +$21.4K 0.02% 323
2020
Q2
$35K Buy
+350
New +$34.5K 0.01% 450

Other funds holding XLV

Lindbrook Capital's XLV Position: Q1 2025 in Review

Lindbrook Capital increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 128% in Q1 2025, buying an estimated $1.6M and bringing the position to 19,622 shares worth $2.86M. The position accounts for 0.26% of the portfolio, ranked #56.

Lindbrook Capital first reported a position in XLV in Q2 2020 and has held it in 19 quarters since. 1,769 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • Lindbrook Capital held 19,622 shares of State Street Health Care Select Sector SPDR ETF worth $2.86M as of Q1 2025.
  • Lindbrook Capital bought 11,033 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $1.6M.
  • State Street Health Care Select Sector SPDR ETF made up 0.26% of Lindbrook Capital's portfolio in Q1 2025, its #56 holding.
  • Lindbrook Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 19 quarters since.
  • 1,769 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.