AFPL
XLV icon

Advus Financial Partners, LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Advus Financial Partners, LLC’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
-1,882
Closed -$254K – 271
2025
Q2 		$254K Sell
1,882
-195
-9% -$26.3K 0.06% 216
2025
Q1 		$303K Buy
2,077
+6
+0.3% +$872 0.08% 168
2024
Q4 		$285K Sell
2,071
-524
-20% -$76.7K 0.08% 175
2024
Q3 		$400K Buy
2,595
+10
+0.4% +$1.52K 0.11% 126
2024
Q2 		$377K Sell
2,585
-43
-2% -$6.17K 0.11% 119
2024
Q1 		$388K Sell
2,628
-7
-0.3% -$1K 0.12% 114
2023
Q4 		$359K Sell
2,635
-165
-6% -$21.5K 0.12% 109
2023
Q3 		$360K Sell
2,800
-516
-16% -$68.5K 0.14% 93
2023
Q2 		$440K Sell
3,316
-800
-19% -$105K 0.17% 79
2023
Q1 		$533K Sell
4,116
-3,890
-49% -$508K 0.22% 68
2022
Q4 		$1.09M Sell
8,006
-183
-2% -$24.3K 0.47% 35
2022
Q3 		$992K Sell
8,189
-953
-10% -$123K 0.53% 32
2022
Q2 		$1.17M Buy
9,142
+1,185
+15% +$155K 0.62% 30
2022
Q1 		$1.09M Buy
+7,957
New +$1.05M 0.56% 33

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Advus Financial Partners, LLC's XLV Position: Q3 2025 in Review

Advus Financial Partners, LLC sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 1,882 shares — an estimated $254K sold.

Advus Financial Partners, LLC first reported a position in XLV in Q1 2022 and held it in 14 quarters. The position peaked at $1.17M in Q2 2022. 1,651 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Advus Financial Partners, LLC reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 1,882 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $254K.
  • Advus Financial Partners, LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 14 quarters.
  • Advus Financial Partners, LLC's State Street Health Care Select Sector SPDR ETF position peaked at $1.17M in Q2 2022.
  • 1,651 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q3 2025, filed 25 Aug 2026.