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Westwood Holdings Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Westwood Holdings Group’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
Q3 		– Sell
-37,795
Closed -$5.09M – 519
2025
Q2 		$5.09M Sell
37,795
-619
-2% -$83.6K 0.04% 270
2025
Q1 		$5.61M Sell
38,414
-1,039
-3% -$151K 0.04% 254
2024
Q4 		$5.43M Sell
39,453
-75,531
-66% -$11.1M 0.04% 261
2024
Q3 		$17.7M Buy
114,984
+31,434
+38% +$4.76M 0.07% 220
2024
Q2 		$12.2M Buy
+83,550
New +$12M 0.06% 231
2020
Q2 		– Sell
-13,509
Closed -$1.2M – 429
2020
Q1 		$1.2M Hold
13,509
– – 0.02% 302
2019
Q4 		$1.38M Hold
13,509
– – 0.01% 327
2019
Q3 		$1.22M Hold
13,509
– – 0.01% 324
2019
Q2 		$1.25M Hold
13,509
– – 0.01% 335
2019
Q1 		$1.24M Sell
13,509
-100
-0.7% -$9.02K 0.01% 306
2018
Q4 		$1.18M Sell
13,609
-11,616
-46% -$1.05M 0.01% 286
2018
Q3 		$2.4M Hold
25,225
– – 0.02% 263
2018
Q2 		$2.1M Hold
25,225
– – 0.02% 283
2018
Q1 		$2.05M Sell
25,225
-450
-2% -$38.3K 0.02% 286
2017
Q4 		$2.12M Sell
25,675
-40
-0.2% -$3.3K 0.02% 283
2017
Q3 		$2.1M Hold
25,715
– – 0.02% 277
2017
Q2 		$2.04M Sell
25,715
-50
-0.2% -$3.81K 0.02% 276
2017
Q1 		$1.92M Sell
25,765
-571
-2% -$41.6K 0.02% 278
2016
Q4 		$1.81M Sell
26,336
-105
-0.4% -$7.29K 0.01% 304
2016
Q3 		$1.91M Sell
26,441
-335
-1% -$24.7K 0.02% 305
2016
Q2 		$1.92M Sell
26,776
-1,078
-4% -$76K 0.02% 281
2016
Q1 		$1.89M Buy
+27,854
New +$1.87M 0.02% 272
2015
Q4 		– Sell
-29,654
Closed -$1.96M – 418
2015
Q3 		$1.96M Sell
29,654
-297
-1% -$21.7K 0.02% 282
2015
Q2 		$2.22M Buy
+29,951
New +$2.22M 0.02% 291

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

Westwood Holdings Group's XLV Position: Q3 2025 in Review

Westwood Holdings Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 37,795 shares — an estimated $5.09M sold.

Westwood Holdings Group first reported a position in XLV in Q2 2015 and held it in 24 quarters. The position peaked at $17.7M in Q3 2024. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Westwood Holdings Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 37,795 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $5.09M.
  • Westwood Holdings Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2015 and held it in 24 quarters.
  • Westwood Holdings Group's State Street Health Care Select Sector SPDR ETF position peaked at $17.7M in Q3 2024.
  • 1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Westwood Holdings Group's 13F filing for Q3 2025, filed 14 Nov 2025.