Lokken Investment Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lokken Investment Group’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 Q3	$1.53M	Buy	10,997 +439	+4%	+$59.4K	0.53%	50
2025 Q2	$1.42M	Buy	10,558 +1,599	+18%	+$216K	0.55%	49
2025 Q1	$1.31M	Buy	8,959 +1,344	+18%	+$195K	0.55%	50
2024 Q4	$1.05M	Buy	7,615 +66	+0.9%	+$9.66K	0.45%	62
2024 Q3	$1.16M	Buy	7,549 +131	+2%	+$19.9K	0.48%	56
2024 Q2	$1.08M	Buy	7,418 +504	+7%	+$72.3K	0.51%	52
2024 Q1	$1.02M	Sell	6,914 -49	-0.7%	-$7.03K	0.51%	52
2023 Q4	$950K	Buy	6,963 +836	+14%	+$109K	0.54%	48
2023 Q3	$789K	Buy	6,127 +41	+0.7%	+$5.44K	0.52%	46
2023 Q2	$808K	Buy	6,086 +272	+5%	+$35.9K	0.53%	45
2023 Q1	$753K	Sell	5,814 -10,873	-65%	-$1.42M	0.57%	42
2022 Q4	$2.27M	Sell	16,687 -263	-2%	-$34.9K	1.79%	16
2022 Q3	$2.05M	Buy	16,950 +298	+2%	+$38.4K	1.77%	17
2022 Q2	$2.13M	Sell	16,652 -93	-0.6%	-$12.2K	1.73%	16
2022 Q1	$2.18M	Buy	+16,745	New	+$2.22M	1.73%	16

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Lokken Investment Group's XLV Position: Q3 2025 in Review

Lokken Investment Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.2% in Q3 2025, buying an estimated $59.4K and bringing the position to 10,997 shares worth $1.53M. The position accounts for 0.53% of the portfolio, ranked #50.

Lokken Investment Group first reported a position in XLV in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.27M in Q4 2022. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Lokken Investment Group held 10,997 shares of State Street Health Care Select Sector SPDR ETF worth $1.53M as of Q3 2025.
Lokken Investment Group bought 439 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $59.4K.
State Street Health Care Select Sector SPDR ETF made up 0.53% of Lokken Investment Group's portfolio in Q3 2025, its #50 holding.
Lokken Investment Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
Lokken Investment Group's State Street Health Care Select Sector SPDR ETF position peaked at $2.27M in Q4 2022.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.