Vantage Financial Partners (Wisconsin)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$1.55M	Sell	9,984 -15	-0.2%	-$2.25K	0.31%	50
2025 Q3	$1.39M	Sell	9,999 -4	-0%	-$541	0.29%	52
2025 Q2	$1.35M	Sell	10,003 -17	-0.2%	-$2.3K	0.31%	52
2025 Q1	$1.46M	Buy	10,020 +811	+9%	+$118K	0.36%	39
2024 Q4	$1.27M	Sell	9,209 -2,573	-22%	-$377K	0.32%	49
2024 Q3	$1.81M	Buy	11,782 +4,029	+52%	+$611K	0.45%	28
2024 Q2	$1.13M	Buy	7,753 +84	+1%	+$12.1K	0.29%	41
2024 Q1	$1.13M	Buy	+7,669	New	+$1.1M	0.3%	43

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

Vantage Financial Partners (Wisconsin)'s XLV Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.15% in Q4 2025, selling an estimated $2.25K and leaving 9,984 shares worth $1.55M. The position accounts for 0.31% of the portfolio, ranked #50.

Vantage Financial Partners (Wisconsin) first reported a position in XLV in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q3 2024. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 9,984 shares of State Street Health Care Select Sector SPDR ETF worth $1.55M as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 15 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $2.25K.
State Street Health Care Select Sector SPDR ETF made up 0.31% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #50 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
Vantage Financial Partners (Wisconsin)'s State Street Health Care Select Sector SPDR ETF position peaked at $1.81M in Q3 2024.
1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.