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Colter Lewis Investment Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Colter Lewis Investment Partners’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
-12,510
Closed -$1.94M – 134
2025
Q4 		$1.94M Buy
+12,510
New +$1.87M 2.24% 11

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Colter Lewis Investment Partners's XLV Position: Q1 2026 in Review

Colter Lewis Investment Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 12,510 shares — an estimated $1.94M sold.

Colter Lewis Investment Partners first reported a position in XLV in Q4 2025 and held it in 1 quarter. The position peaked at $1.94M in Q4 2025. 1,815 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Colter Lewis Investment Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Colter Lewis Investment Partners sold 12,510 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.94M.
  • Colter Lewis Investment Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Colter Lewis Investment Partners's State Street Health Care Select Sector SPDR ETF position peaked at $1.94M in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.