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

Steve Schonfeld’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
2023 Q3	–	Sell	-50,000	Closed	-$8K	–	2369
2023 Q2	$8K	Buy	+50,000	New	+$6.59M	﹤0.01%	1928

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Steve Schonfeld's XLV Position: Q4 2025 in Review

Steve Schonfeld sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 5,183 shares — an estimated $721K sold.

Steve Schonfeld first reported a position in XLV in Q2 2018 and held it in 17 quarters. The position peaked at $16.8M in Q3 2023. 1,837 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Steve Schonfeld reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Steve Schonfeld sold 5,183 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $721K.
Steve Schonfeld first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2018 and held it in 17 quarters.
Steve Schonfeld's State Street Health Care Select Sector SPDR ETF position peaked at $16.8M in Q3 2023.
1,837 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.