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

Darden 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	$363K	Buy	+2,479	New	+$382K	0.19%	101
2025 Q3	–	Sell	-1,992	Closed	-$269K	–	148
2025 Q2	$269K	Sell	1,992 -229	-10%	-$30.9K	0.16%	110
2025 Q1	$324K	Hold	2,221	–	–	0.25%	78
2024 Q4	$306K	Buy	2,221 +421	+23%	+$61.6K	0.21%	84
2024 Q3	$277K	Buy	1,800 +186	+12%	+$28.2K	0.2%	87
2024 Q2	$235K	Hold	1,614	–	–	0.14%	90
2024 Q1	$238K	Buy	1,614 +107	+7%	+$15.3K	0.19%	94
2023 Q4	$205K	Buy	+1,507	New	+$196K	0.2%	93

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

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

Darden Wealth Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 2,479 shares worth $363K. The stake represents 0.19% of the portfolio and ranks #101 among its holdings. This is a return to the name: Darden Wealth Group previously reported a position in XLV as recently as Q2 2025.

Darden Wealth Group first reported a position in XLV in Q4 2023 and has held it in 8 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Darden Wealth Group held 2,479 shares of State Street Health Care Select Sector SPDR ETF worth $363K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Darden Wealth Group position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.19% of Darden Wealth Group's portfolio in Q1 2026, its #101 holding.
Darden Wealth Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 8 quarters since.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.