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

Traction 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 Q4	–	Sell	-2,190	Closed	-$305K	–	62
2025 Q3	$305K	Sell	2,190 -128	-6%	-$17.3K	0.19%	48
2025 Q2	$312K	Sell	2,318 -475	-17%	-$64.1K	0.21%	50
2025 Q1	$408K	Sell	2,793 -772	-22%	-$112K	0.32%	32
2024 Q4	$490K	Hold	3,565	–	–	0.38%	36
2024 Q3	$549K	Sell	3,565 -92	-3%	-$13.9K	0.43%	34
2024 Q2	$558K	Sell	3,657 -209	-5%	-$30K	0.41%	34
2024 Q1	$555K	Sell	3,866 -1,427	-27%	-$205K	0.43%	31
2023 Q4	$722K	Buy	+5,293	New	+$689K	0.48%	30

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

Traction Financial Partners's XLV Position: Q4 2025 in Review

Traction Financial Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 2,190 shares — an estimated $305K sold.

Traction Financial Partners first reported a position in XLV in Q4 2023 and held it in 8 quarters. The position peaked at $722K in Q4 2023. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Traction Financial Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Traction Financial Partners sold 2,190 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $305K.
Traction Financial Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Traction Financial Partners's State Street Health Care Select Sector SPDR ETF position peaked at $722K in Q4 2023.
1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Traction Financial Partners's 13F filing for Q4 2025, filed 29 Jan 2026.