Chesapeake Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Chesapeake Wealth Management’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	$2.65M	Sell	18,101 -820	-4%	-$126K	0.81%	39
2025 Q4	$2.93M	Sell	18,921 -626	-3%	-$93.8K	0.87%	35
2025 Q3	$2.72M	Buy	19,547 +356	+2%	+$48.2K	0.83%	38
2025 Q2	$2.59M	Buy	19,191 +1,181	+7%	+$159K	0.86%	36
2025 Q1	$2.63M	Sell	18,010 -767	-4%	-$111K	0.94%	30
2024 Q4	$2.58M	Sell	18,777 -713	-4%	-$104K	0.89%	33
2024 Q3	$3M	Sell	19,490 -1,807	-8%	-$274K	1.02%	29
2024 Q2	$3.1M	Buy	21,297 +229	+1%	+$32.8K	1.13%	25
2024 Q1	$3.11M	Buy	21,068 +242	+1%	+$34.7K	1.13%	24
2023 Q4	$2.84M	Sell	20,826 -746	-3%	-$97K	1.1%	26
2023 Q3	$2.78M	Buy	21,572 +162	+0.8%	+$21.5K	1.16%	24
2023 Q2	$2.84M	Buy	21,410 +796	+4%	+$105K	1.12%	25
2023 Q1	$2.67M	Sell	20,614 -749	-4%	-$97.8K	1.11%	25
2022 Q4	$2.9M	Buy	21,363 +1,120	+6%	+$148K	1.27%	21
2022 Q3	$2.45M	Buy	20,243 +879	+5%	+$113K	1.12%	25
2022 Q2	$2.48M	Buy	19,364 +1,818	+10%	+$238K	1.06%	23
2022 Q1	$2.4M	Buy	17,546 +616	+4%	+$81.6K	0.87%	29
2021 Q4	$2.38M	Buy	16,930 +177	+1%	+$23.5K	0.8%	29
2021 Q3	$2.13M	Sell	16,753 -1,897	-10%	-$251K	0.76%	30
2021 Q2	$2.35M	Buy	18,650 +451	+2%	+$55.3K	0.76%	26
2021 Q1	$2.12M	Sell	18,199 -89	-0.5%	-$10.3K	0.71%	30
2020 Q4	$2.07M	Sell	18,288 -525	-3%	-$57.3K	0.71%	32
2020 Q3	$1.98M	Sell	18,813 -1,357	-7%	-$143K	0.74%	29
2020 Q2	$2.02M	Sell	20,170 -1,054	-5%	-$104K	0.8%	24
2020 Q1	$1.88M	Sell	21,224 -184	-0.9%	-$17.9K	0.87%	25
2019 Q4	$2.18M	Buy	21,408 +864	+4%	+$83.1K	0.84%	27
2019 Q3	$1.85M	Buy	20,544 +2,610	+15%	+$238K	0.75%	33
2019 Q2	$1.66M	Buy	17,934 +321	+2%	+$28.9K	0.69%	34
2019 Q1	$1.62M	Buy	17,613 +428	+2%	+$38.6K	0.71%	36
2018 Q4	$1.49M	Sell	17,185 -386	-2%	-$34.9K	0.74%	33
2018 Q3	$1.67M	Buy	17,571 +1,134	+7%	+$102K	0.74%	34
2018 Q2	$1.37M	Sell	16,437 -877	-5%	-$72.7K	0.63%	44
2018 Q1	$1.41M	Buy	+17,314	New	+$1.47M	0.65%	46

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

Chesapeake Wealth Management's XLV Position: Q1 2026 in Review

Chesapeake Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.3% in Q1 2026, selling an estimated $126K and leaving 18,101 shares worth $2.65M. The position accounts for 0.81% of the portfolio, ranked #39.

Chesapeake Wealth Management first reported a position in XLV in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.11M in Q1 2024. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Chesapeake Wealth Management held 18,101 shares of State Street Health Care Select Sector SPDR ETF worth $2.65M as of Q1 2026.
Chesapeake Wealth Management sold 820 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $126K.
State Street Health Care Select Sector SPDR ETF made up 0.81% of Chesapeake Wealth Management's portfolio in Q1 2026, its #39 holding.
Chesapeake Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
Chesapeake Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $3.11M in Q1 2024.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.