Claris Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Claris Financial’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	$190K	Sell	1,295 -77	-6%	-$11.9K	0.1%	173
2025 Q4	$212K	Sell	1,372 -209	-13%	-$31.3K	0.11%	170
2025 Q3	$220K	Buy	1,581 +87	+6%	+$11.8K	0.12%	155
2025 Q2	$201K	Sell	1,494 -392	-21%	-$52.9K	0.15%	134
2025 Q1	$259K	Hold	1,886	–	–	0.17%	131
2024 Q4	$259K	Buy	+1,886	New	+$276K	0.17%	131

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

Claris Financial's XLV Position: Q1 2026 in Review

Claris Financial reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.6% in Q1 2026, selling an estimated $11.9K and leaving 1,295 shares worth $190K. The position accounts for 0.1% of the portfolio, ranked #173.

Claris Financial first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $259K in Q1 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Claris Financial held 1,295 shares of State Street Health Care Select Sector SPDR ETF worth $190K as of Q1 2026.
Claris Financial sold 77 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $11.9K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Claris Financial's portfolio in Q1 2026, its #173 holding.
Claris Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Claris Financial's State Street Health Care Select Sector SPDR ETF position peaked at $259K in Q1 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.