Bellwether Advisors’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
$13.9M Sell
94,639
-12,906
-12% -$1.99M 2.35% 8
2025
Q4
$16.6M Buy
+107,545
New +$16.1M 2.66% 7
2025
Q3
Sell
-211
Closed -$28.4K 589
2025
Q2
$28.4K Sell
211
-115,406
-100% -$15.6M ﹤0.01% 259
2025
Q1
$16.9M Buy
115,617
+115,551
+175,077% +$16.8M 3.53% 4
2024
Q4
$9.08K Buy
+66
New +$9.66K ﹤0.01% 344
2023
Q3
Sell
-434,910
Closed -$57.7M 126
2023
Q2
$57.7M Sell
434,910
-18,129
-4% -$2.39M 16.98% 1
2023
Q1
$58.7M Buy
453,039
+92,036
+25% +$12M 16.06% 1
2022
Q4
$49M Buy
361,003
+197,384
+121% +$26.2M 14.24% 1
2022
Q3
$19.8M Sell
163,619
-20,819
-11% -$2.68M 6.54% 4
2022
Q2
$23.7M Buy
184,438
+49,106
+36% +$6.44M 7.61% 3
2022
Q1
$18.5M Buy
+135,332
New +$17.9M 5.52% 3
2021
Q4
Sell
-114,466
Closed -$14.6M 621
2021
Q3
$14.6M Buy
+114,466
New +$15.1M 4.85% 3

Other funds holding XLV

Bellwether Advisors's XLV Position: Q1 2026 in Review

Bellwether Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q1 2026, selling an estimated $1.99M and leaving 94,639 shares worth $13.9M. The position accounts for 2.35% of the portfolio, ranked #8.

Bellwether Advisors first reported a position in XLV in Q3 2021 and has held it in 12 quarters since. The position peaked at $58.7M in Q1 2023. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Bellwether Advisors held 94,639 shares of State Street Health Care Select Sector SPDR ETF worth $13.9M as of Q1 2026.
  • Bellwether Advisors sold 12,906 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.99M.
  • State Street Health Care Select Sector SPDR ETF made up 2.35% of Bellwether Advisors's portfolio in Q1 2026, its #8 holding.
  • Bellwether Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 12 quarters since.
  • Bellwether Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $58.7M in Q1 2023.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.