Coyle Financial Counsel’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Coyle Financial Counsel’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	$324K	Hold	2,207	–	–	0.07%	87
2025 Q4	$342K	Hold	2,207	–	–	0.07%	82
2025 Q3	$307K	Sell	2,207 -5	-0.2%	-$677	0.07%	78
2025 Q2	$298K	Buy	2,212 +673	+44%	+$90.9K	0.08%	74
2025 Q1	$225K	Hold	1,539	–	–	0.07%	74
2024 Q4	$212K	Hold	1,539	–	–	0.07%	72
2024 Q3	$224K	Sell	1,539 -20	-1%	-$3.03K	0.08%	67
2024 Q2	$230K	Hold	1,559	–	–	0.08%	62
2024 Q1	$230K	Buy	1,559 +20	+1%	+$2.87K	0.08%	62
2023 Q4	$210K	Buy	+1,539	New	+$200K	0.08%	66
2023 Q3	–	Sell	-1,539	Closed	-$204K	–	67
2023 Q2	$204K	Buy	+1,539	New	+$203K	0.09%	61
2023 Q1	–	Sell	-1,539	Closed	-$209K	–	61
2022 Q4	$209K	Buy	+1,539	New	+$204K	0.1%	58
2022 Q2	–	Sell	-1,768	Closed	-$242K	–	71
2022 Q1	$242K	Hold	1,768	–	–	0.13%	63
2021 Q4	$249K	Buy	+1,768	New	+$235K	0.15%	63
2018 Q2	–	Sell	-1,015	Closed	-$103K	–	334
2018 Q1	$103K	Buy	+1,015	New	+$86.5K	0.11%	43
2017 Q2	$277K	Sell	3,490 -200	-5%	-$15.2K	0.37%	31
2017 Q1	$274K	Sell	3,690 -912	-20%	-$66.5K	0.36%	33
2016 Q4	$317K	Buy	4,602 +356	+8%	+$24.7K	0.68%	17
2016 Q3	$295K	Sell	4,246 -348	-8%	-$25.6K	0.43%	37
2016 Q2	$329K	Buy	4,594 +422	+10%	+$29.7K	0.47%	31
2016 Q1	$283K	Sell	4,172 -927	-18%	-$62.1K	0.45%	35
2015 Q4	$367K	Sell	5,099 -62	-1%	-$4.38K	0.36%	33
2015 Q3	$342K	Sell	5,161 -1,307	-20%	-$95.5K	0.32%	30
2015 Q2	$481K	Sell	6,468 -285	-4%	-$21.1K	0.54%	31
2015 Q1	$490K	Buy	6,753 +475	+8%	+$33.9K	0.55%	31
2014 Q4	$429K	Hold	6,278	–	–	0.52%	26
2014 Q3	$401K	Hold	6,278	–	–	0.5%	28
2014 Q2	$382K	Hold	6,278	–	–	0.52%	27
2014 Q1	$367K	Buy	6,278 +210	+3%	+$12.1K	0.51%	27
2013 Q4	$336K	Buy	+6,068	New	+$325K	0.47%	29

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

Coyle Financial Counsel's XLV Position: Q1 2026 in Review

Coyle Financial Counsel held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 2,207 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #87.

Coyle Financial Counsel first reported a position in XLV in Q4 2013 and has held it in 30 quarters since. The position peaked at $490K in Q1 2015. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Coyle Financial Counsel held 2,207 shares of State Street Health Care Select Sector SPDR ETF worth $324K as of Q1 2026.
Coyle Financial Counsel 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 0.07% of Coyle Financial Counsel's portfolio in Q1 2026, its #87 holding.
Coyle Financial Counsel first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and has held it in 30 quarters since.
Coyle Financial Counsel's State Street Health Care Select Sector SPDR ETF position peaked at $490K in Q1 2015.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.