Badgley Phelps Wealth Managers’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
$2.89M Sell
19,700
-228
-1% -$35.2K 0.06% 152
2025
Q4
$3.08M Buy
19,928
+445
+2% +$66.6K 0.06% 152
2025
Q3
$2.71M Sell
19,483
-16
-0.1% -$2.17K 0.06% 142
2025
Q2
$2.63M Sell
19,499
-231
-1% -$31.2K 0.06% 144
2025
Q1
$2.88M Sell
19,730
-1,145
-5% -$166K 0.07% 139
2024
Q4
$2.87M Sell
20,875
-432
-2% -$63.2K 0.07% 136
2024
Q3
$3.28M Sell
21,307
-423
-2% -$64.1K 0.08% 128
2024
Q2
$3.17M Sell
21,730
-921
-4% -$132K 0.08% 125
2024
Q1
$3.35M Sell
22,651
-2,323
-9% -$333K 0.08% 124
2023
Q4
$3.41M Sell
24,974
-513
-2% -$66.7K 0.09% 116
2023
Q3
$3.28M Buy
25,487
+2,020
+9% +$268K 0.11% 113
2023
Q2
$3.11M Buy
23,467
+20,593
+717% +$2.71M 0.1% 115
2023
Q1
$372K Sell
2,874
-326
-10% -$42.6K 0.01% 167
2022
Q4
$435K Buy
3,200
+20
+0.6% +$2.65K 0.02% 156
2022
Q3
$385K Sell
3,180
-10
-0.3% -$1.29K 0.02% 150
2022
Q2
$409K Buy
3,190
+40
+1% +$5.24K 0.02% 155
2022
Q1
$432K Sell
3,150
-990
-24% -$131K 0.02% 162
2021
Q4
$583K Buy
4,140
+750
+22% +$99.6K 0.02% 155
2021
Q3
$432K Buy
+3,390
New +$448K 0.02% 163

Other funds holding XLV

Badgley Phelps Wealth Managers's XLV Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.1% in Q1 2026, selling an estimated $35.2K and leaving 19,700 shares worth $2.89M. The position accounts for 0.06% of the portfolio, ranked #152.

Badgley Phelps Wealth Managers first reported a position in XLV in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.41M in Q4 2023. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Badgley Phelps Wealth Managers held 19,700 shares of State Street Health Care Select Sector SPDR ETF worth $2.89M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 228 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $35.2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.06% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #152 holding.
  • Badgley Phelps Wealth Managers first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's State Street Health Care Select Sector SPDR ETF position peaked at $3.41M in Q4 2023.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.