Zions Bancorporation, National Association’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Zions Bancorporation, National Association’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	-848	Closed	-$114K	–	881
2025 Q2	$114K	Sell	848 -367	-30%	-$49.6K	0.01%	400
2025 Q1	$177K	Buy	+1,215	New	+$177K	0.01%	337

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 $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

Zions Bancorporation, National Association's XLV Position: Q3 2025 in Review

Zions Bancorporation, National Association sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 848 shares — an estimated $114K sold.

Zions Bancorporation, National Association first reported a position in XLV in Q1 2025 and held it in 2 quarters. The position peaked at $177K in Q1 2025. 1,649 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Zions Bancorporation, National Association reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Zions Bancorporation, National Association sold 848 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $114K.
Zions Bancorporation, National Association first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
Zions Bancorporation, National Association's State Street Health Care Select Sector SPDR ETF position peaked at $177K in Q1 2025.
1,649 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Zions Bancorporation, National Association's 13F filing for Q3 2025, filed 7 Nov 2025.