Adams 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
$3.77M Buy
25,702
+337
+1% +$52K 0.83% 32
2025
Q4
$3.93M Sell
25,365
-3,063
-11% -$459K 0.84% 33
2025
Q3
$3.96M Sell
28,428
-26,200
-48% -$3.55M 0.85% 31
2025
Q2
$7.36M Sell
54,628
-1,660
-3% -$224K 1.4% 19
2025
Q1
$8.22M Buy
+56,288
New +$8.18M 1.61% 16

Other funds holding XLV

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

Adams Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.3% in Q1 2026, buying an estimated $52K and bringing the position to 25,702 shares worth $3.77M. The position accounts for 0.83% of the portfolio, ranked #32.

Adams Wealth Management first reported a position in XLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.22M in Q1 2025. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Adams Wealth Management held 25,702 shares of State Street Health Care Select Sector SPDR ETF worth $3.77M as of Q1 2026.
  • Adams Wealth Management bought 337 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $52K.
  • State Street Health Care Select Sector SPDR ETF made up 0.83% of Adams Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Adams Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • Adams Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $8.22M in Q1 2025.
  • 1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.