Claro Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Claro Advisors’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	–	Sell	-2,287	Closed	-$354K	–	534
2025 Q4	$354K	Buy	+2,287	New	+$343K	0.05%	291
2025 Q2	–	Sell	-7,872	Closed	-$1.15M	–	528
2025 Q1	$1.15M	Buy	7,872 +1,000	+15%	+$145K	0.15%	127
2024 Q4	$945K	Sell	6,872 -4,726	-41%	-$692K	0.13%	148
2024 Q3	$1.79M	Buy	11,598 +1,704	+17%	+$258K	0.23%	87
2024 Q2	$1.44M	Sell	9,894 -658	-6%	-$94.4K	0.23%	91
2024 Q1	$1.56M	Buy	10,552 +3,714	+54%	+$533K	0.27%	75
2023 Q4	$933K	Buy	6,838 +1,329	+24%	+$173K	0.2%	110
2023 Q3	$709K	Buy	5,509 +2,425	+79%	+$322K	0.18%	138
2023 Q2	$409K	Buy	3,084 +139	+5%	+$18.3K	0.1%	223
2023 Q1	$381K	Sell	2,945 -855	-23%	-$112K	0.11%	216
2022 Q4	$516K	Buy	3,800 +1,945	+105%	+$258K	0.17%	147
2022 Q3	$238K	Hold	1,855	–	–	0.09%	228
2022 Q2	$238K	Buy	+1,855	New	+$243K	0.09%	228
2019 Q1	–	Sell	-1,130	Closed	-$108K	–	955
2018 Q4	$108K	Buy	+1,130	New	+$102K	0.09%	216

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Claro Advisors's XLV Position: Q1 2026 in Review

Claro Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 2,287 shares — an estimated $354K sold.

Claro Advisors first reported a position in XLV in Q4 2018 and held it in 14 quarters. The position peaked at $1.79M in Q3 2024. 1,817 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Claro Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Claro Advisors sold 2,287 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $354K.
Claro Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and held it in 14 quarters.
Claro Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.79M in Q3 2024.
1,817 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.