Circle Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Circle Wealth Management's XLV Position: Q1 2026 in Review
Circle Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.03% in Q1 2026, buying an estimated $1.08K and bringing the position to 20,141 shares worth $2.95M. The position accounts for 0.04% of the portfolio, ranked #67.
Circle Wealth Management first reported a position in XLV in Q3 2019 and has held it in 26 quarters since. The position peaked at $3.47M in Q1 2024. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Circle Wealth Management held 20,141 shares of State Street Health Care Select Sector SPDR ETF worth $2.95M as of Q1 2026.
- Circle Wealth Management bought 7 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.08K.
- State Street Health Care Select Sector SPDR ETF made up 0.04% of Circle Wealth Management's portfolio in Q1 2026, its #67 holding.
- Circle Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2019 and has held it in 26 quarters since.
- Circle Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $3.47M 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 Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.