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Verity & Verity’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Verity & Verity’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
-5,172
Closed -$720K – 156
2025
Q3 		$720K Buy
+5,172
New +$700K 0.06% 89

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
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
UBS Group
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

Verity & Verity's XLV Position: Q4 2025 in Review

Verity & Verity sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 5,172 shares — an estimated $720K sold.

Verity & Verity first reported a position in XLV in Q3 2025 and held it in 1 quarter. The position peaked at $720K in Q3 2025. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

  • Verity & Verity reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Verity & Verity sold 5,172 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $720K.
  • Verity & Verity first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Verity & Verity's State Street Health Care Select Sector SPDR ETF position peaked at $720K in Q3 2025.
  • 1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Verity & Verity's 13F filing for Q4 2025, filed 10 Feb 2026.