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

Continuum Wealth 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	-53,724	Closed	-$8.32M	–	84
2025 Q4	$8.32M	Buy	+53,724	New	+$8.05M	3.21%	11
2024 Q4	–	Sell	-34,874	Closed	-$5.37M	–	61
2024 Q3	$5.37M	Buy	34,874 +31,976	+1,103%	+$4.85M	2.88%	12
2024 Q2	$422K	Hold	2,898	–	–	0.22%	32
2024 Q1	$428K	Hold	2,898	–	–	0.24%	35
2023 Q4	$395K	Sell	2,898 -375	-11%	-$48.8K	0.26%	29
2023 Q3	$421K	Hold	3,273	–	–	0.3%	27
2023 Q2	$434K	Sell	3,273 -131	-4%	-$17.3K	0.31%	25
2023 Q1	$441K	Sell	3,404 -1,832	-35%	-$239K	0.36%	19
2022 Q4	$711K	Buy	+5,236	New	+$694K	0.71%	20

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

Continuum Wealth Advisors's XLV Position: Q1 2026 in Review

Continuum Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 53,724 shares — an estimated $8.32M sold.

Continuum Wealth Advisors first reported a position in XLV in Q4 2022 and held it in 9 quarters. The position peaked at $8.32M in Q4 2025. 1,813 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Continuum Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Continuum Wealth Advisors sold 53,724 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $8.32M.
Continuum Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Continuum Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $8.32M in Q4 2025.
1,813 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Continuum Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.