UOC
XLV icon

UBS O'Connor’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

UBS O'Connor’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
-60,000
Closed -$37.5K – 476
2024
Q4 		$37.5K Buy
+60,000
New +$8.78M ﹤0.01% 372
2024
Q3 		– Sell
-45,000
Closed -$23.4K – 617
2024
Q2 		$23.4K Sell
45,000
-35,000
-44% -$5.02M ﹤0.01% 474
2024
Q1 		$161K Buy
+80,000
New +$11.5M ﹤0.01% 409
2023
Q4 		– Sell
-80,000
Closed -$26K – 612
2023
Q3 		$26K Sell
80,000
-20,000
-20% -$2.66M ﹤0.01% 504
2023
Q2 		$72K Buy
100,000
+60,000
+150% +$7.91M ﹤0.01% 500
2023
Q1 		$73.8K Buy
+40,000
New +$5.23M ﹤0.01% 543

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return