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Parkside Financial Bank & Trust’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Parkside Financial Bank & Trust’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
-52
Closed -$7.01K – 2824
2025
Q2 		$7.01K Sell
52
-29
-36% -$3.92K ﹤0.01% 1605
2025
Q1 		$11.8K Sell
81
-271
-77% -$39.4K ﹤0.01% 1348
2024
Q4 		$48.4K Hold
352
– – 0.01% 813
2024
Q3 		$54.2K Hold
352
– – 0.01% 751
2024
Q2 		$51.3K Sell
352
-45
-11% -$6.46K 0.01% 739
2024
Q1 		$58.6K Buy
397
+45
+13% +$6.46K 0.01% 690
2023
Q4 		$48K Buy
352
+300
+577% +$39K 0.01% 696
2023
Q3 		$6.7K Sell
52
-830
-94% -$110K ﹤0.01% 1259
2023
Q2 		$117K Sell
882
-480
-35% -$63.3K 0.03% 377
2023
Q1 		$176K Sell
1,362
-50
-4% -$6.53K 0.05% 257
2022
Q4 		$192K Buy
1,412
+20
+1% +$2.65K 0.06% 236
2022
Q3 		$169K Buy
1,392
+2
+0.1% +$258 0.05% 238
2022
Q2 		$178K Buy
1,390
+547
+65% +$71.7K 0.05% 238
2022
Q1 		$115K Hold
843
– – 0.03% 331
2021
Q4 		$119K Buy
843
+791
+1,521% +$105K 0.03% 331
2021
Q3 		$7K Hold
52
– – ﹤0.01% 1123
2021
Q2 		$7K Hold
52
– – ﹤0.01% 1133
2021
Q1 		$6K Buy
+52
New +$6K ﹤0.01% 1166
2017
Q4 		– Sell
-146
Closed -$12K – 1511
2017
Q3 		$12K Hold
146
– – ﹤0.01% 690
2017
Q2 		$12K Buy
146
+45
+45% +$3.43K ﹤0.01% 692
2017
Q1 		$8K Buy
+101
New +$7.36K ﹤0.01% 753
2016
Q4 		– Sell
-1,561
Closed -$113K – 1506
2016
Q3 		$113K Sell
1,561
-471
-23% -$34.7K 0.05% 221
2016
Q2 		$146K Buy
2,032
+1,754
+631% +$124K 0.07% 178
2016
Q1 		$19K Sell
278
-3,467
-93% -$232K 0.01% 534
2015
Q4 		$270K Buy
3,745
+3,640
+3,467% +$257K 0.13% 120
2015
Q3 		$7K Sell
105
-2,923
-97% -$214K ﹤0.01% 728
2015
Q2 		$225K Buy
+3,028
New +$224K 0.12% 152

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

Parkside Financial Bank & Trust's XLV Position: Q3 2025 in Review

Parkside Financial Bank & Trust sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 52 shares — an estimated $7.01K sold.

Parkside Financial Bank & Trust first reported a position in XLV in Q2 2015 and held it in 27 quarters. The position peaked at $270K in Q4 2015. 1,648 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Parkside Financial Bank & Trust reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 52 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $7.01K.
  • Parkside Financial Bank & Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2015 and held it in 27 quarters.
  • Parkside Financial Bank & Trust's State Street Health Care Select Sector SPDR ETF position peaked at $270K in Q4 2015.
  • 1,648 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2025, filed 30 Oct 2025.