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 Q3	$464K	Sell	2,757 -366	-12%	-$61K	0.03%	217
2026 Q2	$496K	Buy	3,123 +881	+39%	+$131K	0.03%	180
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	$268K	Buy	+2,296	New	+$265K	0.02%	150

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1900 Wealth Management's XLV Position: Q3 2026 in Review

1900 Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q3 2026, selling an estimated $61K and leaving 2,757 shares worth $464K. The position accounts for 0.03% of the portfolio, ranked #217.

1900 Wealth Management first reported a position in XLV in Q1 2021 and has held it in 23 quarters since. The position peaked at $496K in Q2 2026. 237 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

1900 Wealth Management held 2,757 shares of State Street Health Care Select Sector SPDR ETF worth $464K as of Q3 2026.
1900 Wealth Management sold 366 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $61K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of 1900 Wealth Management's portfolio in Q3 2026, its #217 holding.
1900 Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 23 quarters since.
1900 Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $496K in Q2 2026.
237 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.