Aberdeen Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Aberdeen 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	$1.04M	Hold	7,121	–	–	0.48%	42
2025 Q4	$1.1M	Hold	7,121	–	–	0.51%	40
2025 Q3	$991K	Hold	7,121	–	–	0.62%	40
2025 Q2	$960K	Sell	7,121 -125	-2%	-$16.9K	0.64%	40
2025 Q1	$1.06M	Hold	7,246	–	–	0.73%	35
2024 Q4	$997K	Sell	7,246 -150	-2%	-$22K	0.68%	36
2024 Q3	$1.14M	Hold	7,396	–	–	0.75%	36
2024 Q2	$1.08M	Hold	7,396	–	–	0.73%	39
2024 Q1	$1.09M	Hold	7,396	–	–	0.64%	37
2023 Q4	$1.01M	Hold	7,396	–	–	0.73%	36
2023 Q3	$952K	Hold	7,396	–	–	0.72%	38
2023 Q2	$982K	Hold	7,396	–	–	0.71%	37
2023 Q1	$957K	Hold	7,396	–	–	0.71%	39
2022 Q4	$1M	Hold	7,396	–	–	0.76%	39
2022 Q3	$896K	Hold	7,396	–	–	0.79%	38
2022 Q2	$948K	Hold	7,396	–	–	0.75%	39
2022 Q1	$1.01M	Hold	7,396	–	–	0.69%	44
2021 Q4	$1.04M	Sell	7,396 -65	-0.9%	-$8.63K	0.68%	40
2021 Q3	$950K	Sell	7,461 -258	-3%	-$34.1K	0.92%	34
2021 Q2	$972K	Buy	7,719 +300	+4%	+$36.8K	0.9%	35
2021 Q1	$866K	Hold	7,419	–	–	0.69%	45
2020 Q4	$842K	Hold	7,419	–	–	0.64%	41
2020 Q3	$783K	Hold	7,419	–	–	0.75%	39
2020 Q2	$742K	Hold	7,419	–	–	0.8%	41
2020 Q1	$657K	Hold	7,419	–	–	0.8%	41
2019 Q4	$756K	Buy	+7,419	New	+$713K	0.56%	48

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

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

LPL Financial San Diego, California $377B 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 $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Aberdeen Wealth Management's XLV Position: Q1 2026 in Review

Aberdeen Wealth Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 7,121 shares worth $1.04M. The position accounts for 0.48% of the portfolio, ranked #42.

Aberdeen Wealth Management first reported a position in XLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.14M in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Aberdeen Wealth Management held 7,121 shares of State Street Health Care Select Sector SPDR ETF worth $1.04M as of Q1 2026.
Aberdeen Wealth Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.48% of Aberdeen Wealth Management's portfolio in Q1 2026, its #42 holding.
Aberdeen Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Aberdeen Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.14M in Q3 2024.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.