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

Logan Capital 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	-53	Closed	-$7.36K	–	483
2025 Q3	$7.36K	Hold	53	–	–	﹤0.01%	360
2025 Q2	$7.1K	Buy	53 +1	+2%	+$135	﹤0.01%	354
2025 Q1	$7.65K	Sell	52 -19	-27%	-$2.76K	﹤0.01%	429
2024 Q4	$9.79K	Hold	71	–	–	﹤0.01%	396
2024 Q3	$10.9K	Hold	71	–	–	﹤0.01%	396
2024 Q2	$10.3K	Buy	71 +1	+1%	+$143	﹤0.01%	394
2024 Q1	$10.4K	Hold	70	–	–	﹤0.01%	396
2023 Q4	$9.58K	Buy	70 +51	+268%	+$6.63K	﹤0.01%	413
2023 Q3	$2.45K	Hold	19	–	–	﹤0.01%	446
2023 Q2	$2.52K	Hold	19	–	–	﹤0.01%	443
2023 Q1	$2.46K	Hold	19	–	–	﹤0.01%	457
2022 Q4	$2.58K	Hold	19	–	–	﹤0.01%	481
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	481
2022 Q2	$2K	Buy	+19	New	+$2.49K	﹤0.01%	512

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

Logan Capital Management's XLV Position: Q4 2025 in Review

Logan Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 53 shares — an estimated $7.36K sold.

Logan Capital Management first reported a position in XLV in Q2 2022 and held it in 14 quarters. The position peaked at $10.9K in Q3 2024. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Logan Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 53 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $7.36K.
Logan Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and held it in 14 quarters.
Logan Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $10.9K in Q3 2024.
1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.