Cherry Tree Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Cherry Tree Wealth Management's XLV Position: Q1 2026 in Review
Cherry Tree Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.8% in Q1 2026, buying an estimated $6.02K and bringing the position to 707 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #208.
Cherry Tree Wealth Management first reported a position in XLV in Q2 2023 and has held it in 12 quarters since. The position peaked at $132K in Q3 2024. 1,813 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Cherry Tree Wealth Management held 707 shares of State Street Health Care Select Sector SPDR ETF worth $104K as of Q1 2026.
- Cherry Tree Wealth Management bought 39 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $6.02K.
- State Street Health Care Select Sector SPDR ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #208 holding.
- Cherry Tree Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
- Cherry Tree Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $132K in Q3 2024.
- 1,813 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.