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

Cooksen Wealth’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	$5.3M	Buy	36,119 +1,000	+3%	+$154K	3.85%	6
2025 Q4	$5.44M	Sell	35,119 -824	-2%	-$123K	3.98%	6
2025 Q3	$5M	Buy	35,943 +2,987	+9%	+$404K	3.73%	6
2025 Q2	$4.44M	Buy	32,956 +4,532	+16%	+$612K	3.57%	6
2025 Q1	$4.2M	Sell	28,424 -507	-2%	-$73.7K	4.26%	4
2024 Q4	$3.98M	Buy	28,931 +1,891	+7%	+$277K	3.66%	6
2024 Q3	$4.16M	Sell	27,040 -2,936	-10%	-$445K	3.89%	6
2024 Q2	$4.37M	Buy	29,976 +1,552	+5%	+$223K	4.41%	4
2024 Q1	$4.2M	Buy	28,424 +2,323	+9%	+$333K	4.37%	4
2023 Q4	$3.56M	Buy	+26,101	New	+$3.4M	4.04%	5

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

Cooksen Wealth's XLV Position: Q1 2026 in Review

Cooksen Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.8% in Q1 2026, buying an estimated $154K and bringing the position to 36,119 shares worth $5.3M. The position accounts for 3.85% of the portfolio, ranked #6.

Cooksen Wealth first reported a position in XLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.44M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Cooksen Wealth held 36,119 shares of State Street Health Care Select Sector SPDR ETF worth $5.3M as of Q1 2026.
Cooksen Wealth bought 1,000 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $154K.
State Street Health Care Select Sector SPDR ETF made up 3.85% of Cooksen Wealth's portfolio in Q1 2026, its #6 holding.
Cooksen Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Cooksen Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $5.44M 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 Cooksen Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.