Cassaday & Co Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Cassaday & Co Wealth Management's XLV Position: Q1 2026 in Review
Cassaday & Co Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.33% in Q1 2026, buying an estimated $2.93K and bringing the position to 5,740 shares worth $842K. The position accounts for 0.02% of the portfolio, ranked #153.
Cassaday & Co Wealth Management first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $917K in Q1 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Cassaday & Co Wealth Management held 5,740 shares of State Street Health Care Select Sector SPDR ETF worth $842K as of Q1 2026.
- Cassaday & Co Wealth Management bought 19 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $2.93K.
- State Street Health Care Select Sector SPDR ETF made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #153 holding.
- Cassaday & Co Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
- Cassaday & Co Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $917K in Q1 2025.
- 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.