4Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

4Wealth Advisors’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	$1.65M	Buy	9,666 +524	+6%	+$87.4K	1.14%	21
2026 Q2	$1.47M	Buy	9,142 +572	+7%	+$85.1K	1.13%	24
2026 Q1	$1.23M	Buy	8,570 +696	+9%	+$107K	1.05%	25
2025 Q4	$1.22M	Sell	7,874 -939	-11%	-$141K	1.04%	25
2025 Q3	$1.23M	Sell	8,813 -209	-2%	-$28.3K	1.1%	26
2025 Q2	$1.22M	Buy	9,022 +606	+7%	+$81.8K	1.24%	21
2025 Q1	$1.23M	Sell	8,416 -1,716	-17%	-$249K	1.34%	19
2024 Q4	$1.39M	Buy	+10,132	New	+$1.48M	1.4%	17

Other funds holding XLV

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

4Wealth Advisors's XLV Position: Q3 2026 in Review

4Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.7% in Q3 2026, buying an estimated $87.4K and bringing the position to 9,666 shares worth $1.65M. The position accounts for 1.14% of the portfolio, ranked #21.

4Wealth Advisors first reported a position in XLV in Q4 2024 and has held it in 8 quarters since. 1,732 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

4Wealth Advisors held 9,666 shares of State Street Health Care Select Sector SPDR ETF worth $1.65M as of Q3 2026.
4Wealth Advisors bought 524 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $87.4K.
State Street Health Care Select Sector SPDR ETF made up 1.14% of 4Wealth Advisors's portfolio in Q3 2026, its #21 holding.
4Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
1,732 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.