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

Winton 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 Q1	–	Sell	-22,154	Closed	-$3.05M	–	807
2024 Q4	$3.05M	Buy	+22,154	New	+$3.24M	0.2%	127
2024 Q3	–	Sell	-81,039	Closed	-$11.8M	–	788
2024 Q2	$11.8M	Buy	+81,039	New	+$11.6M	0.8%	37
2024 Q1	–	Sell	-594,921	Closed	-$81.1M	–	898
2023 Q4	$81.1M	Buy	594,921 +116,859	+24%	+$15.2M	5.91%	3
2023 Q3	$61.5M	Buy	478,062 +468,316	+4,805%	+$62.2M	5.07%	3
2023 Q2	$1.29M	Sell	9,746 -298,541	-97%	-$39.4M	0.11%	138
2023 Q1	$39.9M	Buy	308,287 +99,348	+48%	+$13M	2.43%	2
2022 Q4	$28.4M	Sell	208,939 -101,399	-33%	-$13.4M	1.87%	4
2022 Q3	$37.6M	Buy	310,338 +108,656	+54%	+$14M	2.45%	2
2022 Q2	$25.9M	Buy	201,682 +198,849	+7,019%	+$26.1M	1.37%	3
2022 Q1	$388K	Buy	+2,833	New	+$375K	0.02%	750
2021 Q4	–	Sell	-50,451	Closed	-$6.42M	–	1444
2021 Q3	$6.42M	Sell	50,451 -177,159	-78%	-$23.4M	0.36%	38
2021 Q2	$28.7M	Sell	227,610 -230,269	-50%	-$28.2M	1.54%	4
2021 Q1	$53.5M	Buy	457,879 +274,869	+150%	+$31.7M	3.05%	4
2020 Q4	$20.8M	Buy	183,010 +113,791	+164%	+$12.4M	1.5%	5
2020 Q3	$7.3M	Sell	69,219 -36,540	-35%	-$3.85M	0.24%	50
2020 Q2	$10.6M	Buy	105,759 +86,501	+449%	+$8.54M	0.27%	36
2020 Q1	$1.71M	Buy	+19,258	New	+$1.87M	0.05%	628

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winton Group's XLV Position: Q1 2025 in Review

Winton Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 22,154 shares — an estimated $3.05M sold.

Winton Group first reported a position in XLV in Q1 2020 and held it in 17 quarters. The position peaked at $81.1M in Q4 2023. 1,769 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

Winton Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Winton Group sold 22,154 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $3.05M.
Winton Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and held it in 17 quarters.
Winton Group's State Street Health Care Select Sector SPDR ETF position peaked at $81.1M in Q4 2023.
1,769 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Winton Group's 13F filing for Q1 2025, filed 15 May 2025.