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1WM
1900 Wealth Management’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
1900 Wealth Management’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
2026
Q1
$329K
Buy
2,242
+264
+13%
+$40.7K
0.02%
204
2025
Q4
$306K
Buy
1,978
+6
+0.3%
+$899
0.02%
206
2025
Q3
$274K
Buy
1,972
+7
+0.4%
+$947
0.02%
205
2025
Q2
$265K
Buy
1,965
+8
+0.4%
+$1.08K
0.02%
195
2025
Q1
$286K
Sell
1,957
-206
-10%
-$29.9K
0.02%
189
2024
Q4
$298K
Sell
2,163
-332
-13%
-$48.6K
0.03%
193
2024
Q3
$384K
Sell
2,495
-146
-6%
-$22.1K
0.03%
170
2024
Q2
$385K
Sell
2,641
-135
-5%
-$19.4K
0.04%
168
2024
Q1
$410K
Buy
2,776
+170
+7%
+$24.4K
0.04%
173
2023
Q4
$355K
Buy
2,606
+5
+0.2%
+$650
0.03%
232
2023
Q3
$335K
Hold
2,601
–
–
0.03%
231
2023
Q2
$345K
Sell
2,601
-230
-8%
-$30.3K
0.04%
182
2023
Q1
$385K
Hold
2,831
–
–
0.04%
176
2022
Q4
$385K
Sell
2,831
-15
-0.5%
-$1.99K
0.04%
176
2022
Q3
$345K
Hold
2,846
–
–
0.04%
171
2022
Q2
$365K
Hold
2,846
–
–
0.04%
173
2022
Q1
$390K
Sell
2,846
-25
-0.9%
-$3.31K
0.04%
181
2021
Q4
$404K
Hold
2,871
–
–
0.04%
184
2021
Q3
$365K
Hold
2,871
–
–
0.04%
177
2021
Q2
$362K
Buy
2,871
+575
+25%
+$70.5K
0.03%
172
2021
Q1
$268
Buy
+2,296
New
+$265K
0.02%
150
Other funds holding XLV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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