BW Gestao de Investimentos’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

BW Gestao de Investimentos’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
2025 Q4	–	Sell	-230,000	Closed	-$32M	–	243
2025 Q3	$32M	Buy	+230,000	New	+$31.1M	1.4%	17
2024 Q1	–	Sell	-150,000	Closed	-$20.5M	–	122
2023 Q4	$20.5M	Buy	150,000 +148,500	+9,900%	+$19.3M	0.65%	37
2023 Q3	$555K	Buy	+1,500	New	+$199K	0.07%	78

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

BW Gestao de Investimentos's XLV Position: Q1 2026 in Review

BW Gestao de Investimentos reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 24% in Q1 2026, selling an estimated $10M and leaving 201,000 shares worth $29.5M. The position accounts for 0.98% of the portfolio, ranked #15.

BW Gestao de Investimentos first reported a position in XLV in Q2 2017 and has held it in 10 quarters since. The position peaked at $41.9M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

BW Gestao de Investimentos held 201,000 shares of State Street Health Care Select Sector SPDR ETF worth $29.5M as of Q1 2026.
BW Gestao de Investimentos sold 65,000 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $10M.
State Street Health Care Select Sector SPDR ETF made up 0.98% of BW Gestao de Investimentos's portfolio in Q1 2026, its #15 holding.
BW Gestao de Investimentos first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2017 and has held it in 10 quarters since.
BW Gestao de Investimentos's State Street Health Care Select Sector SPDR ETF position peaked at $41.9M in Q3 2025.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on BW Gestao de Investimentos's 13F filing for Q1 2026, filed 28 Apr 2026.