Welch Capital Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Welch Capital 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	-6,906	Closed	-$961K	–	27
2025 Q3	$961K	Sell	6,906 -55,135	-89%	-$7.46M	0.2%	16
2025 Q2	$8.36M	Sell	62,041 -1,439	-2%	-$194K	1.86%	7
2025 Q1	$9.27M	Hold	63,480	–	–	2.21%	7
2024 Q4	$8.73M	Hold	63,480	–	–	1.89%	6
2024 Q3	$9.78M	Hold	63,480	–	–	2.19%	6
2024 Q2	$9.25M	Hold	63,480	–	–	2.19%	7
2024 Q1	$9.38M	Hold	63,480	–	–	2.33%	7
2023 Q4	$8.66M	Hold	63,480	–	–	2.3%	7
2023 Q3	$8.17M	Hold	63,480	–	–	2.35%	8
2023 Q2	$8.43M	Sell	63,480 -180	-0.3%	-$23.7K	2.35%	8
2023 Q1	$8.24M	Hold	63,660	–	–	2.47%	8
2022 Q4	$8.65M	Hold	63,660	–	–	2.76%	8
2022 Q3	$7.71M	Hold	63,660	–	–	2.53%	7
2022 Q2	$8.16M	Hold	63,660	–	–	2.51%	8
2022 Q1	$8.72M	Sell	63,660 -1,180	-2%	-$156K	2.11%	9
2021 Q4	$9.13M	Sell	64,840 -310	-0.5%	-$41.2K	2.01%	9
2021 Q3	$8.29M	Hold	65,150	–	–	2.01%	9
2021 Q2	$8.21M	Hold	65,150	–	–	1.93%	11
2021 Q1	$7.61M	Sell	65,150 -560	-0.9%	-$64.6K	1.99%	11
2020 Q4	$7.45M	Hold	65,710	–	–	2.07%	11
2020 Q3	$6.93M	Hold	65,710	–	–	2.13%	10
2020 Q2	$6.58M	Hold	65,710	–	–	2.16%	9
2020 Q1	$5.82M	Hold	65,710	–	–	2.32%	9
2019 Q4	$6.69M	Sell	65,710 -1,310	-2%	-$126K	1.98%	13
2019 Q3	$6.04M	Sell	67,020 -2,580	-4%	-$236K	2.01%	13
2019 Q2	$6.45M	Sell	69,600 -520	-0.7%	-$46.8K	2.19%	11
2019 Q1	$6.43M	Hold	70,120	–	–	2.19%	13
2018 Q4	$6.07M	Hold	70,120	–	–	2.32%	12
2018 Q3	$6.67M	Hold	70,120	–	–	2.19%	11
2018 Q2	$5.85M	Hold	70,120	–	–	2.01%	14
2018 Q1	$5.71M	Buy	+70,120	New	+$5.97M	1.96%	17

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

Welch Capital Partners's XLV Position: Q4 2025 in Review

Welch Capital Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 6,906 shares — an estimated $961K sold.

Welch Capital Partners first reported a position in XLV in Q1 2018 and held it in 31 quarters. The position peaked at $9.78M in Q3 2024. 1,833 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Welch Capital Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Welch Capital Partners sold 6,906 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $961K.
Welch Capital Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and held it in 31 quarters.
Welch Capital Partners's State Street Health Care Select Sector SPDR ETF position peaked at $9.78M in Q3 2024.
1,833 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Welch Capital Partners's 13F filing for Q4 2025, filed 12 Feb 2026.