Axim Planning & Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Axim Planning & Wealth’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	$270K	Buy	1,841 +188	+11%	+$29K	0.33%	58
2025 Q4	$256K	Sell	1,653 -140	-8%	-$21K	0.27%	57
2025 Q3	$250K	Buy	1,793 +102	+6%	+$13.8K	0.2%	65
2025 Q2	$228K	Buy	+1,691	New	+$228K	0.21%	52

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

Axim Planning & Wealth's XLV Position: Q1 2026 in Review

Axim Planning & Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q1 2026, buying an estimated $29K and bringing the position to 1,841 shares worth $270K. The position accounts for 0.33% of the portfolio, ranked #58.

Axim Planning & Wealth first reported a position in XLV in Q2 2025 and has held it in 4 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Axim Planning & Wealth held 1,841 shares of State Street Health Care Select Sector SPDR ETF worth $270K as of Q1 2026.
Axim Planning & Wealth bought 188 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $29K.
State Street Health Care Select Sector SPDR ETF made up 0.33% of Axim Planning & Wealth's portfolio in Q1 2026, its #58 holding.
Axim Planning & Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.