Oxinas Partners Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Oxinas Partners Wealth 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 Q3	–	Sell	-4,484	Closed	-$604K	–	133
2025 Q2	$604K	Sell	4,484 -1,915	-30%	-$259K	0.31%	67
2025 Q1	$934K	Buy	6,399 +19	+0.3%	+$2.76K	0.55%	50
2024 Q4	$878K	Sell	6,380 -3,056	-32%	-$447K	0.51%	51
2024 Q3	$1.45M	Sell	9,436 -705	-7%	-$107K	0.89%	33
2024 Q2	$1.48M	Sell	10,141 -1,142	-10%	-$164K	0.98%	30
2024 Q1	$1.67M	Buy	11,283 +274	+2%	+$39.3K	1.08%	29
2023 Q4	$1.5M	Sell	11,009 -1,084	-9%	-$141K	1.07%	29
2023 Q3	$1.56M	Sell	12,093 -317	-3%	-$42.1K	1.16%	27
2023 Q2	$1.65M	Sell	12,410 -1,797	-13%	-$237K	1.08%	28
2023 Q1	$1.84M	Buy	14,207 +990	+7%	+$129K	1.33%	24
2022 Q4	$1.8M	Buy	13,217 +95	+0.7%	+$12.6K	1.52%	21
2022 Q3	$1.59M	Buy	13,122 +3,057	+30%	+$394K	1.31%	24
2022 Q2	$1.29M	Buy	10,065 +2,236	+29%	+$293K	0.98%	28
2022 Q1	$1.07M	Sell	7,829 -671	-8%	-$88.8K	0.67%	38
2021 Q4	$1.2M	Buy	8,500 +4,231	+99%	+$562K	0.68%	41
2021 Q3	$543K	Sell	4,269 -358	-8%	-$47.3K	0.32%	81
2021 Q2	$583K	Sell	4,627 -123	-3%	-$15.1K	0.33%	77
2021 Q1	$555K	Buy	4,750 +581	+14%	+$67.1K	0.35%	74
2020 Q4	$473K	Buy	+4,169	New	+$455K	0.35%	75

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

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Oxinas Partners Wealth Management's XLV Position: Q3 2025 in Review

Oxinas Partners Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 4,484 shares — an estimated $604K sold.

Oxinas Partners Wealth Management first reported a position in XLV in Q4 2020 and held it in 19 quarters. The position peaked at $1.84M in Q1 2023. 1,651 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Oxinas Partners Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Oxinas Partners Wealth Management sold 4,484 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $604K.
Oxinas Partners Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 19 quarters.
Oxinas Partners Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.84M in Q1 2023.
1,651 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.