Concord Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Concord Wealth Partners's XLV Position: Q1 2026 in Review
Concord Wealth Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 576 shares — an estimated $89.2K sold.
Concord Wealth Partners first reported a position in XLV in Q4 2020 and held it in 20 quarters. The position peaked at $205K in Q4 2022. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Concord Wealth Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
- Concord Wealth Partners sold 576 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $89.2K.
- Concord Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 20 quarters.
- Concord Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $205K in Q4 2022.
- 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.