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VRM
Vectors Research Management’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
Vectors Research Management’s Portfolio
XLV Stock Details
XLV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-13,556
Closed
-$1.98M
–
124
2025
Q1
$1.98M
Sell
13,556
-8,628
-39%
-$1.25M
0.69%
44
2024
Q4
$3.05M
Sell
22,184
-14,141
-39%
-$2.07M
1.04%
30
2024
Q3
$5.59M
Sell
36,325
-153
-0.4%
-$23.2K
1.69%
13
2024
Q2
$5.32M
Buy
36,478
+2,828
+8%
+$406K
1.63%
15
2024
Q1
$4.97M
Sell
33,650
-14,697
-30%
-$2.11M
1.4%
17
2023
Q4
$3.48M
Buy
48,347
+22,307
+86%
+$2.9M
0.98%
22
2023
Q3
$3.07M
Buy
+26,040
New
+$3.46M
1%
23
2022
Q3
–
Sell
-358
Closed
-$46K
–
501
2022
Q2
$46K
Hold
358
–
–
0.01%
233
2022
Q1
$49K
Sell
358
-52
-13%
-$6.88K
0.01%
230
2021
Q4
$58K
Buy
410
+52
+15%
+$6.91K
0.01%
249
2021
Q3
$46K
Hold
358
–
–
0.01%
247
2021
Q2
$45K
Hold
358
–
–
0.01%
249
2021
Q1
$42K
Hold
358
–
–
0.01%
233
2020
Q4
$41K
Hold
358
–
–
0.01%
217
2020
Q3
$38K
Hold
358
–
–
0.01%
192
2020
Q2
$36K
Hold
358
–
–
0.01%
193
2020
Q1
$32K
Hold
358
–
–
0.02%
196
2019
Q4
$36K
Buy
+358
New
+$34.4K
0.01%
212
2018
Q4
–
Sell
-125
Closed
-$10K
–
729
2018
Q3
$10K
Buy
+125
New
+$11.3K
0.01%
321
Other funds holding XLV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal, Quebec, Canada
$62.4B AUM
23.7%
1-Year Est. Return
NAM
Nissay Asset Management
Tokyo, Japan
$18.9B AUM
27.21%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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