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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Able Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.07% in Q1 2026, buying an estimated $154 and bringing the position to 1,473 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #120.

Able Wealth Management first reported a position in XLV in Q4 2023 and has held it in 9 quarters since. The position peaked at $888K in Q1 2024. 1,805 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Able Wealth Management held 1,473 shares of State Street Health Care Select Sector SPDR ETF worth $216K as of Q1 2026.
  • Able Wealth Management bought 1 State Street Health Care Select Sector SPDR ETF share in Q1 2026, an estimated $154.
  • State Street Health Care Select Sector SPDR ETF made up 0.06% of Able Wealth Management's portfolio in Q1 2026, its #120 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 9 quarters since.
  • Able Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $888K in Q1 2024.
  • 1,805 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.