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COWA LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

COWA LLC’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 		$962K Buy
6,561
+1,147
+21% +$177K 0.26% 66
2025
Q4 		$838K Buy
5,414
+928
+21% +$139K 0.25% 67
2025
Q3 		$624K Buy
4,486
+1,271
+40% +$172K 0.21% 80
2025
Q2 		$433K Sell
3,215
-52
-2% -$7.02K 0.17% 92
2025
Q1 		$477K Sell
3,267
-35
-1% -$5.08K 0.2% 88
2024
Q4 		$454K Buy
+3,302
New +$483K 0.21% 85

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

COWA LLC's XLV Position: Q1 2026 in Review

COWA LLC increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 21% in Q1 2026, buying an estimated $177K and bringing the position to 6,561 shares worth $962K. The position accounts for 0.26% of the portfolio, ranked #66.

COWA LLC first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • COWA LLC held 6,561 shares of State Street Health Care Select Sector SPDR ETF worth $962K as of Q1 2026.
  • COWA LLC bought 1,147 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $177K.
  • State Street Health Care Select Sector SPDR ETF made up 0.26% of COWA LLC's portfolio in Q1 2026, its #66 holding.
  • COWA LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.