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Register Financial Advisors’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
Register Financial Advisors’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
2026
Q1
$334K
Buy
2,281
+3
+0.1%
+$463
0.12%
163
2025
Q4
$353K
Buy
2,278
+2
+0.1%
+$300
0.14%
143
2025
Q3
$317K
Buy
2,276
+2
+0.1%
+$271
0.12%
150
2025
Q2
$307K
Buy
2,274
+1,093
+93%
+$148K
0.13%
149
2025
Q1
$173K
Buy
1,181
+1
+0.1%
+$145
0.09%
178
2024
Q4
$162K
Sell
1,180
-23
-2%
-$3.37K
0.08%
183
2024
Q3
$185K
Buy
1,203
+2
+0.2%
+$303
0.1%
171
2024
Q2
$175K
Buy
1,201
+2
+0.2%
+$287
0.09%
176
2024
Q1
$177K
Buy
1,199
+703
+142%
+$101K
0.09%
177
2023
Q4
$67.6K
Buy
496
+336
+210%
+$43.7K
0.05%
200
2023
Q3
$20.6K
Buy
160
+13
+9%
+$1.73K
0.02%
340
2023
Q2
$19.5K
Hold
147
–
–
0.01%
346
2023
Q1
$19K
Hold
147
–
–
0.01%
345
2022
Q4
$19.9K
Buy
+147
New
+$19.5K
0.01%
525
Other funds holding XLV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
$564B 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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