DDD Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

DDD Partners’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	$413K	Sell	2,816 -300	-10%	-$46.3K	0.03%	105
2025 Q4	$482K	Hold	3,116	–	–	0.03%	96
2025 Q3	$434K	Hold	3,116	–	–	0.03%	98
2025 Q2	$420K	Hold	3,116	–	–	0.05%	89
2025 Q1	$455K	Hold	3,116	–	–	0.06%	74
2024 Q4	$429K	Sell	3,116 -165	-5%	-$24.1K	0.05%	75
2024 Q3	$505K	Buy	3,281 +165	+5%	+$25K	0.05%	70
2024 Q2	$454K	Hold	3,116	–	–	0.05%	72
2024 Q1	$460K	Hold	3,116	–	–	0.06%	69
2023 Q4	$425K	Sell	3,116 -274	-8%	-$35.6K	0.06%	66
2023 Q3	$439K	Hold	3,390	–	–	0.06%	68
2023 Q2	$450K	Hold	3,390	–	–	0.06%	67
2023 Q1	$439K	Hold	3,390	–	–	0.07%	59
2022 Q4	$461K	Hold	3,390	–	–	0.07%	53
2022 Q3	$411K	Hold	3,390	–	–	0.07%	60
2022 Q2	$435K	Hold	3,390	–	–	0.08%	57
2022 Q1	$464K	Buy	3,390 +300	+10%	+$39.7K	0.06%	59
2021 Q4	$435K	Buy	+3,090	New	+$410K	0.06%	67

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

DDD Partners's XLV Position: Q1 2026 in Review

DDD Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.6% in Q1 2026, selling an estimated $46.3K and leaving 2,816 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #105.

DDD Partners first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $505K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

DDD Partners held 2,816 shares of State Street Health Care Select Sector SPDR ETF worth $413K as of Q1 2026.
DDD Partners sold 300 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $46.3K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of DDD Partners's portfolio in Q1 2026, its #105 holding.
DDD Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
DDD Partners's State Street Health Care Select Sector SPDR ETF position peaked at $505K in Q3 2024.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.