Atlas Private Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Atlas Private Wealth Advisors’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	–	Sell	-1,493	Closed	-$231K	–	141
2025 Q4	$231K	Sell	1,493 -1,056	-41%	-$158K	0.05%	119
2025 Q3	$355K	Sell	2,549 -1,437	-36%	-$194K	0.09%	106
2025 Q2	$537K	Buy	3,986 +968	+32%	+$131K	0.07%	116
2025 Q1	$441K	Buy	+3,018	New	+$438K	0.06%	120
2021 Q4	–	Sell	-939	Closed	-$120K	–	718
2021 Q3	$120K	Sell	939 -57	-6%	-$7.53K	0.06%	160
2021 Q2	$125K	Sell	996 -227	-19%	-$27.8K	0.07%	144
2021 Q1	$143K	Buy	1,223 +94	+8%	+$10.8K	0.08%	129
2020 Q4	$128K	Buy	1,129 +7	+0.6%	+$764	0.09%	128
2020 Q3	$118K	Buy	1,122 +60	+6%	+$6.32K	0.1%	129
2020 Q2	$106K	Buy	+1,062	New	+$105K	0.09%	140

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Atlas Private Wealth Advisors's XLV Position: Q1 2026 in Review

Atlas Private Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 1,493 shares — an estimated $231K sold.

Atlas Private Wealth Advisors first reported a position in XLV in Q2 2020 and held it in 10 quarters. The position peaked at $537K in Q2 2025. 1,815 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Atlas Private Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,493 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $231K.
Atlas Private Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and held it in 10 quarters.
Atlas Private Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $537K in Q2 2025.
1,815 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.