Cassady Wealth & Retirement Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cassady Wealth & Retirement Planning’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	$751K	Sell	5,142 -49	-0.9%	-$7.56K	0.39%	55
2025 Q4	$804K	Buy	+5,191	New	+$777K	0.52%	50

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

Cassady Wealth & Retirement Planning's XLV Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.94% in Q1 2026, selling an estimated $7.56K and leaving 5,142 shares worth $751K. The position accounts for 0.39% of the portfolio, ranked #55.

Cassady Wealth & Retirement Planning first reported a position in XLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $804K in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Cassady Wealth & Retirement Planning held 5,142 shares of State Street Health Care Select Sector SPDR ETF worth $751K as of Q1 2026.
Cassady Wealth & Retirement Planning sold 49 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $7.56K.
State Street Health Care Select Sector SPDR ETF made up 0.39% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #55 holding.
Cassady Wealth & Retirement Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
Cassady Wealth & Retirement Planning's State Street Health Care Select Sector SPDR ETF position peaked at $804K in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.