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

Chicago 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	$834K	Buy	5,686 +792	+16%	+$122K	0.33%	34
2025 Q4	$758K	Buy	4,894 +702	+17%	+$105K	0.3%	34
2025 Q3	$583K	Sell	4,192 -219	-5%	-$29.6K	0.25%	37
2025 Q2	$595K	Buy	4,411 +3	+0.1%	+$405	0.28%	36
2025 Q1	$644K	Sell	4,408 -59	-1%	-$8.57K	0.34%	33
2024 Q4	$615K	Buy	4,467 +157	+4%	+$23K	0.32%	35
2024 Q3	$664K	Sell	4,310 -15	-0.3%	-$2.27K	0.35%	33
2024 Q2	$630K	Buy	4,325 +78	+2%	+$11.2K	0.36%	30
2024 Q1	$627K	Sell	4,247 -162	-4%	-$23.2K	0.37%	31
2023 Q4	$601K	Buy	4,409 +2	+0%	+$260	0.41%	27
2023 Q3	$567K	Sell	4,407 -66,495	-94%	-$8.83M	0.45%	27
2023 Q2	$9.41M	Sell	70,902 -1,804	-2%	-$238K	7.17%	2
2023 Q1	$9.41M	Buy	72,706 +2,304	+3%	+$301K	7.48%	3
2022 Q4	$9.56M	Buy	70,402 +3,936	+6%	+$522K	8.24%	4
2022 Q3	$8.05M	Buy	66,466 +3,237	+5%	+$417K	7.71%	6
2022 Q2	$8.11M	Buy	63,229 +360	+0.6%	+$47.2K	7.24%	7
2022 Q1	$8.61M	Sell	62,869 -674	-1%	-$89.2K	5.78%	5
2021 Q4	$8.95M	Buy	63,543 +1,856	+3%	+$246K	6%	6
2021 Q3	$7.85M	Buy	61,687 +1,772	+3%	+$234K	5.73%	6
2021 Q2	$7.55M	Buy	59,915 +3,558	+6%	+$436K	5.43%	8
2021 Q1	$6.58M	Buy	56,357 +2,078	+4%	+$240K	5.23%	9
2020 Q4	$6.16M	Buy	54,279 +3,830	+8%	+$418K	5.7%	8
2020 Q3	$5.32M	Buy	50,449 +1,884	+4%	+$198K	6.01%	7
2020 Q2	$4.86M	Sell	48,565 -58,300	-55%	-$5.75M	5.94%	10
2020 Q1	$9.47M	Sell	106,865 -1,040	-1%	-$101K	11.18%	2
2019 Q4	$11M	Buy	+107,905	New	+$10.4M	10.57%	2

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

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

Chicago Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 16% in Q1 2026, buying an estimated $122K and bringing the position to 5,686 shares worth $834K. The position accounts for 0.33% of the portfolio, ranked #34.

Chicago Wealth Management first reported a position in XLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $11M in Q4 2019. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Chicago Wealth Management held 5,686 shares of State Street Health Care Select Sector SPDR ETF worth $834K as of Q1 2026.
Chicago Wealth Management bought 792 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $122K.
State Street Health Care Select Sector SPDR ETF made up 0.33% of Chicago Wealth Management's portfolio in Q1 2026, its #34 holding.
Chicago Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Chicago Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $11M in Q4 2019.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.