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Northstar Financial Companies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Northstar Financial Companies’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 		– Sell
-1,645
Closed -$222K – 112
2025
Q2 		$222K Buy
1,645
+167
+11% +$22.6K 0.23% 93
2025
Q1 		$216K Sell
1,478
-985
-40% -$143K 0.23% 96
2024
Q4 		$339K Buy
+2,463
New +$360K 0.32% 69

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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

Northstar Financial Companies's XLV Position: Q3 2025 in Review

Northstar Financial Companies sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 1,645 shares — an estimated $222K sold.

Northstar Financial Companies first reported a position in XLV in Q4 2024 and held it in 3 quarters. The position peaked at $339K in Q4 2024. 1,648 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Northstar Financial Companies reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Northstar Financial Companies sold 1,645 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $222K.
  • Northstar Financial Companies first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
  • Northstar Financial Companies's State Street Health Care Select Sector SPDR ETF position peaked at $339K in Q4 2024.
  • 1,648 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Northstar Financial Companies's 13F filing for Q3 2025, filed 12 Nov 2025.