Advisor OS’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Advisor OS’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	$556K	Buy	+3,791	New	+$585K	0.04%	282
2025 Q2	–	Sell	-3,503	Closed	-$511K	–	490
2025 Q1	$511K	Buy	+3,503	New	+$509K	0.06%	233
2023 Q2	–	Sell	-4,509	Closed	-$584K	–	309
2023 Q1	$584K	Sell	4,509 -22,161	-83%	-$2.89M	0.14%	153
2022 Q4	$3.62M	Buy	26,670 +3,095	+13%	+$410K	0.96%	23
2022 Q3	$2.85M	Buy	23,575 +1,576	+7%	+$203K	0.86%	25
2022 Q2	$2.82M	Buy	21,999 +10,777	+96%	+$1.41M	0.82%	24
2022 Q1	$1.54M	Buy	11,222 +9,570	+579%	+$1.27M	0.45%	50
2021 Q4	$233K	Sell	1,652 -30,777	-95%	-$4.09M	0.05%	226
2021 Q3	$4.13M	Buy	32,429 +30,777	+1,863%	+$4.07M	0.9%	21
2021 Q2	$208K	Buy	+1,652	New	+$202K	0.04%	218
2020 Q3	–	Sell	-56,081	Closed	-$5.61M	–	177
2020 Q2	$5.61M	Buy	+56,081	New	+$5.53M	3.35%	7

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

Advisor OS's XLV Position: Q1 2026 in Review

Advisor OS opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 3,791 shares worth $556K. The stake represents 0.04% of the portfolio and ranks #282 among its holdings. This is a return to the name: Advisor OS previously reported a position in XLV as recently as Q1 2025.

Advisor OS first reported a position in XLV in Q2 2020 and has held it in 11 quarters since. The position peaked at $5.61M in Q2 2020. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Advisor OS held 3,791 shares of State Street Health Care Select Sector SPDR ETF worth $556K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Advisor OS position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Advisor OS's portfolio in Q1 2026, its #282 holding.
Advisor OS first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 11 quarters since.
Advisor OS's State Street Health Care Select Sector SPDR ETF position peaked at $5.61M in Q2 2020.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.