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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$6.48M Buy
37,965
+174
+0.5% +$29K 3.97% 5
2026
Q2
$6M Buy
37,791
+1,672
+5% +$249K 3.78% 6
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

Cooksen Wealth's XLV Position: Q3 2026 in Review

Cooksen Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.46% in Q3 2026, buying an estimated $29K and bringing the position to 37,965 shares worth $6.48M. The position accounts for 3.97% of the portfolio, ranked #5.

Cooksen Wealth first reported a position in XLV in Q4 2023 and has held it in 12 quarters since. 869 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Cooksen Wealth held 37,965 shares of State Street Health Care Select Sector SPDR ETF worth $6.48M as of Q3 2026.
  • Cooksen Wealth bought 174 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $29K.
  • State Street Health Care Select Sector SPDR ETF made up 3.97% of Cooksen Wealth's portfolio in Q3 2026, its #5 holding.
  • Cooksen Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
  • 869 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Cooksen Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.