Pitcairn’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Pitcairn’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	-3,675	Closed	-$511K	–	608
2025 Q3	$511K	Hold	3,675	–	–	0.04%	343
2025 Q2	$495K	Hold	3,675	–	–	0.03%	406
2025 Q1	$537K	Hold	3,675	–	–	0.03%	412
2024 Q4	$506K	Sell	3,675 -2,000	-35%	-$293K	0.03%	431
2024 Q3	$874K	Buy	5,675 +2,000	+54%	+$303K	0.05%	295
2024 Q2	$536K	Hold	3,675	–	–	0.03%	427
2024 Q1	$543K	Sell	3,675 -247	-6%	-$35.4K	0.04%	414
2023 Q4	$535K	Hold	3,922	–	–	0.04%	382
2023 Q3	$505K	Sell	3,922 -602	-13%	-$79.9K	0.04%	355
2023 Q2	$600K	Sell	4,524 -201	-4%	-$26.5K	0.05%	304
2023 Q1	$612K	Buy	4,725 +325	+7%	+$42.5K	0.06%	294
2022 Q4	$598K	Hold	4,400	–	–	0.06%	275
2022 Q3	$533K	Hold	4,400	–	–	0.06%	277
2022 Q2	$564K	Hold	4,400	–	–	0.06%	272
2022 Q1	$603K	Hold	4,400	–	–	0.05%	306
2021 Q4	$620K	Hold	4,400	–	–	0.04%	319
2021 Q3	$560K	Hold	4,400	–	–	0.04%	311
2021 Q2	$554K	Hold	4,400	–	–	0.04%	312
2021 Q1	$514K	Buy	+4,400	New	+$508K	0.04%	321

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Pitcairn's XLV Position: Q4 2025 in Review

Pitcairn sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 3,675 shares — an estimated $511K sold.

Pitcairn first reported a position in XLV in Q1 2021 and held it in 19 quarters. The position peaked at $874K in Q3 2024. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Pitcairn reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Pitcairn sold 3,675 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $511K.
Pitcairn first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and held it in 19 quarters.
Pitcairn's State Street Health Care Select Sector SPDR ETF position peaked at $874K in Q3 2024.
1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.