Chapin Davis’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Chapin Davis’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 Q3	$496K	Buy	2,946 +32	+1%	+$5.33K	0.1%	143
2026 Q2	$462K	Hold	2,914	–	–	0.08%	155
2026 Q1	$427K	Buy	2,914 +209	+8%	+$32.2K	0.1%	171
2025 Q4	$419K	Buy	+2,705	New	+$405K	0.1%	160

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Chapin Davis's XLV Position: Q3 2026 in Review

Chapin Davis increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.1% in Q3 2026, buying an estimated $5.33K and bringing the position to 2,946 shares worth $496K. The position accounts for 0.1% of the portfolio, ranked #143.

Chapin Davis first reported a position in XLV in Q4 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Chapin Davis held 2,946 shares of State Street Health Care Select Sector SPDR ETF worth $496K as of Q3 2026.
Chapin Davis bought 32 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $5.33K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Chapin Davis's portfolio in Q3 2026, its #143 holding.
Chapin Davis first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
243 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.