Bernard Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Bernard Wealth Management's XLV Position: Q1 2026 in Review
Bernard Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.3% in Q1 2026, selling an estimated $5.55K and leaving 798 shares worth $117K. The position accounts for 0.05% of the portfolio, ranked #88.
Bernard Wealth Management first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $161K in Q1 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Bernard Wealth Management held 798 shares of State Street Health Care Select Sector SPDR ETF worth $117K as of Q1 2026.
- Bernard Wealth Management sold 36 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $5.55K.
- State Street Health Care Select Sector SPDR ETF made up 0.05% of Bernard Wealth Management's portfolio in Q1 2026, its #88 holding.
- Bernard Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- Bernard Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $161K in Q1 2025.
- 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.