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

Zions Bancorporation’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
2024 Q4	$112K	Hold	812	–	–	0.01%	363
2024 Q3	$125K	Buy	+812	New	+$123K	0.01%	360
2022 Q2	–	Sell	-844	Closed	-$116K	–	1170
2022 Q1	$116K	Buy	844 +223	+36%	+$29.5K	0.01%	398
2021 Q4	$87K	Hold	621	–	–	0.01%	392
2021 Q3	$79K	Sell	621 -249	-29%	-$32.9K	0.01%	404
2021 Q2	$110K	Hold	870	–	–	0.01%	340
2021 Q1	$102K	Buy	870 +531	+157%	+$61.3K	0.01%	336
2020 Q4	$38K	Hold	339	–	–	﹤0.01%	441
2020 Q3	$36K	Buy	339 +249	+277%	+$26.2K	0.01%	433
2020 Q2	$9K	Hold	90	–	–	﹤0.01%	660
2020 Q1	$8K	Buy	+90	New	+$8.74K	﹤0.01%	637
2019 Q1	–	Sell	-62	Closed	-$5K	–	995
2018 Q4	$5K	Sell	62 -1,161	-95%	-$105K	﹤0.01%	384
2018 Q3	$116K	Buy	+1,223	New	+$110K	0.03%	228
2018 Q2	–	Sell	-900	Closed	-$73K	–	715
2018 Q1	$73K	Hold	900	–	–	0.02%	229
2017 Q4	$74K	Hold	900	–	–	0.01%	287
2017 Q3	$74K	Hold	900	–	–	0.01%	493
2017 Q2	$71K	Hold	900	–	–	0.01%	198
2017 Q1	$67K	Hold	900	–	–	0.01%	177
2016 Q4	$62K	Hold	900	–	–	0.01%	211
2016 Q3	$65K	Hold	900	–	–	0.01%	207
2016 Q2	$65K	Buy	+900	New	+$63.4K	0.01%	194
2015 Q2	–	Sell	-19	Closed	-$1K	–	757
2015 Q1	$1K	Buy	+19	New	+$1.35K	﹤0.01%	893

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Zions Bancorporation's XLV Position: Q4 2024 in Review

Zions Bancorporation held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q4 2024 at 812 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #363.

Zions Bancorporation first reported a position in XLV in Q1 2015 and has held it in 22 quarters since. The position peaked at $125K in Q3 2024. 1,760 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Zions Bancorporation held 812 shares of State Street Health Care Select Sector SPDR ETF worth $112K as of Q4 2024.
Zions Bancorporation left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #363 holding.
Zions Bancorporation first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and has held it in 22 quarters since.
Zions Bancorporation's State Street Health Care Select Sector SPDR ETF position peaked at $125K in Q3 2024.
1,760 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.