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

Crown Wealth Group’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 		– Sell
-2,823
Closed -$437K – 158
2025
Q4 		$437K Buy
+2,823
New +$423K 0.12% 75
2024
Q3 		– Sell
-2,021
Closed -$295K – 123
2024
Q2 		$295K Sell
2,021
-43
-2% -$6.17K 0.15% 76
2024
Q1 		$305K Sell
2,064
-137
-6% -$19.7K 0.16% 71
2023
Q4 		$300K Sell
2,201
-986
-31% -$128K 0.18% 61
2023
Q3 		$410K Sell
3,187
-647
-17% -$85.9K 0.31% 39
2023
Q2 		$509K Sell
3,834
-21,719
-85% -$2.86M 0.4% 32
2023
Q1 		$3.31M Sell
25,553
-9,860
-28% -$1.29M 2.77% 11
2022
Q4 		$4.81M Buy
35,413
+6,004
+20% +$796K 4.52% 7
2022
Q3 		$3.56M Buy
29,409
+16,598
+130% +$2.14M 3.65% 8
2022
Q2 		$1.64M Buy
12,811
+2,316
+22% +$304K 1.49% 17
2022
Q1 		$1.44M Buy
10,495
+1,181
+13% +$156K 1% 23
2021
Q4 		$1.31M Buy
+9,314
New +$1.24M 1.22% 20

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Crown Wealth Group's XLV Position: Q1 2026 in Review

Crown Wealth Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 2,823 shares — an estimated $437K sold.

Crown Wealth Group first reported a position in XLV in Q4 2021 and held it in 12 quarters. The position peaked at $4.81M in Q4 2022. 1,819 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Crown Wealth Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Crown Wealth Group sold 2,823 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $437K.
  • Crown Wealth Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 12 quarters.
  • Crown Wealth Group's State Street Health Care Select Sector SPDR ETF position peaked at $4.81M in Q4 2022.
  • 1,819 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.