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

Able 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	$208K	Buy	+1,245	New	+$208K	0.05%	174
2026 Q2	–	Sell	-1,473	Closed	-$216K	–	204
2026 Q1	$216K	Buy	1,473 +1	+0.1%	+$154	0.06%	120
2025 Q4	$228K	Buy	+1,472	New	+$220K	0.07%	105
2025 Q3	–	Sell	-1,752	Closed	-$236K	–	119
2025 Q2	$236K	Sell	1,752 -1,214	-41%	-$164K	0.12%	96
2025 Q1	$433K	Sell	2,966 -984	-25%	-$143K	0.26%	66
2024 Q4	$543K	Buy	3,950 +415	+12%	+$60.7K	0.36%	58
2024 Q3	$545K	Sell	3,535 -1,884	-35%	-$286K	0.41%	51
2024 Q2	$790K	Sell	5,419 -589	-10%	-$84.5K	0.65%	36
2024 Q1	$888K	Buy	6,008 +1,045	+21%	+$150K	0.77%	29
2023 Q4	$677K	Buy	+4,963	New	+$646K	0.61%	31

Other funds holding XLV

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

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

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

Able Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 1,245 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #174 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in XLV as recently as Q1 2026.

Able Wealth Management first reported a position in XLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $888K in Q1 2024. 703 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Able Wealth Management held 1,245 shares of State Street Health Care Select Sector SPDR ETF worth $208K as of Q3 2026.
State Street Health Care Select Sector SPDR ETF was a new Able Wealth Management position in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #174 holding.
Able Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Able Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $888K in Q1 2024.
703 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

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