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PTP
Platform Technology Partners’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
Platform Technology Partners’s Portfolio
XLV Stock Details
XLV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.06M
Buy
7,222
+2,104
+41%
+$325K
0.2%
108
2025
Q4
$792K
Sell
5,118
-109
-2%
-$16.3K
0.17%
119
2025
Q3
$727K
Sell
5,227
-456
-8%
-$61.7K
0.17%
118
2025
Q2
$766K
Sell
5,683
-7
-0.1%
-$945
0.2%
116
2025
Q1
$831K
Buy
5,690
+2,248
+65%
+$327K
0.24%
103
2024
Q4
$474K
Sell
3,442
-514
-13%
-$75.2K
0.14%
128
2024
Q3
$609K
Buy
3,956
+818
+26%
+$124K
0.19%
108
2024
Q2
$457K
Buy
+3,138
New
+$450K
0.16%
124
2023
Q4
$373K
Buy
2,585
+597
+30%
+$77.7K
0.14%
139
2023
Q3
$256K
Buy
1,988
+402
+25%
+$53.4K
0.12%
157
2023
Q2
$206K
Hold
1,586
–
–
0.1%
175
2023
Q1
$205K
Buy
1,586
+1
+0.1%
+$131
0.1%
177
2022
Q4
$215K
Buy
+1,585
New
+$210K
0.11%
166
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
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
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
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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