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Strategic Financial Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Strategic Financial Partners’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
Q1 		– Sell
-4,675
Closed -$643K – 75
2024
Q4 		$643K Sell
4,675
-903
-16% -$132K 0.33% 42
2024
Q3 		$859K Buy
5,578
+908
+19% +$138K 0.44% 35
2024
Q2 		$681K Sell
4,670
-513
-10% -$73.6K 0.37% 39
2024
Q1 		$766K Sell
5,183
-95
-2% -$13.6K 0.42% 37
2023
Q4 		$720K Sell
5,278
-24
-0.5% -$3.12K 0.42% 33
2023
Q3 		$683K Buy
5,302
+110
+2% +$14.6K 0.41% 33
2023
Q2 		$689K Sell
5,192
-10
-0.2% -$1.32K 0.39% 37
2023
Q1 		$673K Buy
5,202
+228
+5% +$29.8K 0.41% 37
2022
Q4 		$676K Hold
4,974
– – 0.41% 34
2022
Q3 		$602K Sell
4,974
-677
-12% -$87.2K 0.38% 32
2022
Q2 		$725K Hold
5,651
– – 0.42% 31
2022
Q1 		$774K Buy
5,651
+2
+0% +$265 0.39% 34
2021
Q4 		$796K Sell
5,649
-369
-6% -$49K 0.39% 35
2021
Q3 		$766K Buy
6,018
+708
+13% +$93.6K 0.41% 33
2021
Q2 		$669K Buy
5,310
+340
+7% +$41.7K 0.37% 37
2021
Q1 		$580K Sell
4,970
-76
-2% -$8.77K 0.34% 40
2020
Q4 		$572K Buy
5,046
+69
+1% +$7.53K 0.37% 39
2020
Q3 		$525K Buy
4,977
+66
+1% +$6.95K 0.41% 37
2020
Q2 		$491K Buy
4,911
+59
+1% +$5.82K 0.41% 35
2020
Q1 		$430K Sell
4,852
-1,051
-18% -$102K 0.46% 37
2019
Q4 		$601K Buy
+5,903
New +$568K 0.49% 37

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Financial Partners's XLV Position: Q1 2025 in Review

Strategic Financial Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 4,675 shares — an estimated $643K sold.

Strategic Financial Partners first reported a position in XLV in Q4 2019 and held it in 21 quarters. The position peaked at $859K in Q3 2024. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • Strategic Financial Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Strategic Financial Partners sold 4,675 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $643K.
  • Strategic Financial Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
  • Strategic Financial Partners's State Street Health Care Select Sector SPDR ETF position peaked at $859K in Q3 2024.
  • 1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Strategic Financial Partners's 13F filing for Q1 2025, filed 6 May 2025.