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

Bartlett & 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	$2.99M	Sell	20,670 -63	-0.3%	-$9.72K	0.04%	173
2025 Q4	$3.21M	Sell	20,733 -1,994	-9%	-$299K	0.04%	166
2025 Q3	$3.16M	Buy	22,727 +2,524	+12%	+$342K	0.04%	165
2025 Q2	$2.72M	Buy	20,203 +269	+1%	+$36.3K	0.04%	170
2025 Q1	$2.91M	Buy	19,934 +1	+0%	+$145	0.04%	163
2024 Q4	$2.74M	Sell	19,933 -198	-1%	-$29K	0.04%	170
2024 Q3	$3.1M	Buy	20,131 +273	+1%	+$41.4K	0.04%	164
2024 Q2	$2.89M	Buy	19,858 +205	+1%	+$29.4K	0.04%	167
2024 Q1	$2.9M	Sell	19,653 -1,721	-8%	-$247K	0.04%	170
2023 Q4	$2.91M	Buy	21,374 +1,690	+9%	+$220K	0.05%	167
2023 Q3	$2.53M	Sell	19,684 -353	-2%	-$46.9K	0.05%	172
2023 Q2	$2.66M	Sell	20,037 -50	-0.2%	-$6.59K	0.05%	170
2023 Q1	$2.6M	Hold	20,087	–	–	0.05%	160
2022 Q4	$2.73M	Sell	20,087 -235	-1%	-$31.1K	0.05%	159
2022 Q3	$2.46M	Buy	20,322 +146	+0.7%	+$18.8K	0.05%	156
2022 Q2	$2.59M	Hold	20,176	–	–	0.05%	153
2022 Q1	$2.76M	Buy	20,176 +222	+1%	+$29.4K	0.05%	160
2021 Q4	$2.81M	Sell	19,954 -139	-0.7%	-$18.5K	0.05%	164
2021 Q3	$2.56M	Hold	20,093	–	–	0.05%	158
2021 Q2	$2.53M	Sell	20,093 -50	-0.2%	-$6.13K	0.05%	161
2021 Q1	$2.35M	Sell	20,143 -4,300	-18%	-$496K	0.05%	159
2020 Q4	$2.77M	Sell	24,443 -27	-0.1%	-$2.95K	0.06%	151
2020 Q3	$2.58M	Hold	24,470	–	–	0.06%	148
2020 Q2	$2.45M	Buy	24,470 +1,160	+5%	+$114K	0.06%	148
2020 Q1	$2.06M	Buy	23,310 +600	+3%	+$58.3K	0.06%	155
2019 Q4	$2.33M	Hold	22,710	–	–	0.06%	165
2019 Q3	$2.05M	Hold	22,710	–	–	0.05%	170
2019 Q2	$2.1M	Hold	22,710	–	–	0.08%	128
2019 Q1	$2.08M	Sell	22,710 -38,088	-63%	-$3.43M	0.08%	125
2018 Q4	$5.26M	Buy	60,798 +50,888	+514%	+$4.61M	0.22%	81
2018 Q3	$943K	Hold	9,910	–	–	0.04%	171
2018 Q2	$827K	Sell	9,910 -82	-0.8%	-$6.8K	0.03%	172
2018 Q1	$813K	Buy	+9,992	New	+$851K	0.03%	172

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

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

Bartlett & Co Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.3% in Q1 2026, selling an estimated $9.72K and leaving 20,670 shares worth $2.99M. The position accounts for 0.04% of the portfolio, ranked #173.

Bartlett & Co Wealth Management first reported a position in XLV in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.26M in Q4 2018. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Bartlett & Co Wealth Management held 20,670 shares of State Street Health Care Select Sector SPDR ETF worth $2.99M as of Q1 2026.
Bartlett & Co Wealth Management sold 63 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $9.72K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #173 holding.
Bartlett & Co Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $5.26M in Q4 2018.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.