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

Northwest 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	-590	Closed	-$82.1K	–	248
2025 Q3	$82.1K	Hold	590	–	–	0.09%	107
2025 Q2	$79.5K	Hold	590	–	–	0.04%	150
2025 Q1	$86.1K	Hold	590	–	–	0.04%	163
2024 Q4	$81.2K	Hold	590	–	–	0.03%	172
2024 Q3	$90.9K	Hold	590	–	–	0.03%	162
2024 Q2	$86K	Hold	590	–	–	0.03%	164
2024 Q1	$87.2K	Hold	590	–	–	0.03%	183
2023 Q4	$80.5K	Hold	590	–	–	0.03%	185
2023 Q3	$76K	Hold	590	–	–	0.03%	176
2023 Q2	$78.3K	Buy	+590	New	+$77.8K	0.03%	171

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Northwest Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 590 shares — an estimated $82.1K sold.

Northwest Capital Management first reported a position in XLV in Q2 2023 and held it in 10 quarters. The position peaked at $90.9K in Q3 2024. 1,839 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Northwest Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 590 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $82.1K.
Northwest Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and held it in 10 quarters.
Northwest Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $90.9K in Q3 2024.
1,839 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.