Councilmark Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Councilmark Asset 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	$249K	Hold	1,700	–	–	0.14%	79
2025 Q4	$263K	Hold	1,700	–	–	0.15%	76
2025 Q3	$237K	Hold	1,700	–	–	0.14%	80
2025 Q2	$229K	Hold	1,700	–	–	0.15%	79
2025 Q1	$248K	Hold	1,700	–	–	0.17%	75
2024 Q4	$234K	Hold	1,700	–	–	0.16%	78
2024 Q3	$262K	Hold	1,700	–	–	0.18%	74
2024 Q2	$248K	Hold	1,700	–	–	0.18%	76
2024 Q1	$251K	Buy	+1,700	New	+$244K	0.18%	78

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

Councilmark Asset Management's XLV Position: Q1 2026 in Review

Councilmark Asset Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 1,700 shares worth $249K. The position accounts for 0.14% of the portfolio, ranked #79.

Councilmark Asset Management first reported a position in XLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $263K in Q4 2025. 1,805 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Councilmark Asset Management held 1,700 shares of State Street Health Care Select Sector SPDR ETF worth $249K as of Q1 2026.
Councilmark Asset Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.14% of Councilmark Asset Management's portfolio in Q1 2026, its #79 holding.
Councilmark Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Councilmark Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $263K in Q4 2025.
1,805 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.