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Ball & Co Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Ball & Co Wealth Management’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
-44,942
Closed -$6.96M – 90
2025
Q4 		$6.96M Buy
+44,942
New +$6.73M 4.48% 6

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ball & Co Wealth Management's XLV Position: Q1 2026 in Review

Ball & Co Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 44,942 shares — an estimated $6.96M sold.

Ball & Co Wealth Management first reported a position in XLV in Q4 2025 and held it in 1 quarter. The position peaked at $6.96M in Q4 2025. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Ball & Co Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Ball & Co Wealth Management sold 44,942 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $6.96M.
  • Ball & Co Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Ball & Co Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $6.96M in Q4 2025.
  • 1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.