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

Comprehensive 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	$1.46M	Buy	9,926 +411	+4%	+$63.4K	0.74%	26
2025 Q4	$1.47M	Buy	9,515 +176	+2%	+$26.4K	0.87%	25
2025 Q3	$1.3M	Buy	9,339 +2,009	+27%	+$272K	0.92%	25
2025 Q2	$988K	Buy	7,330 +314	+4%	+$42.4K	0.8%	25
2025 Q1	$1.02M	Buy	7,016 +995	+17%	+$145K	0.71%	21
2024 Q4	$828K	Buy	6,021 +911	+18%	+$133K	0.62%	17
2024 Q3	$787K	Buy	5,110 +249	+5%	+$37.7K	0.51%	15
2024 Q2	$708K	Buy	+4,861	New	+$697K	0.52%	15

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

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

Comprehensive Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.3% in Q1 2026, buying an estimated $63.4K and bringing the position to 9,926 shares worth $1.46M. The position accounts for 0.74% of the portfolio, ranked #26.

Comprehensive Wealth Management first reported a position in XLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Comprehensive Wealth Management held 9,926 shares of State Street Health Care Select Sector SPDR ETF worth $1.46M as of Q1 2026.
Comprehensive Wealth Management bought 411 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $63.4K.
State Street Health Care Select Sector SPDR ETF made up 0.74% of Comprehensive Wealth Management's portfolio in Q1 2026, its #26 holding.
Comprehensive Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Comprehensive Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.47M in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.