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

DecisionPoint Financial’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	$7.48K	Sell	51 -15	-23%	-$2.31K	﹤0.01%	198
2025 Q4	$10.2K	Sell	66 -30	-31%	-$4.49K	﹤0.01%	196
2025 Q3	$13.8K	Buy	96 +45	+88%	+$6.09K	﹤0.01%	127
2025 Q2	$6.97K	Hold	51	–	–	﹤0.01%	161
2025 Q1	$7.45K	Hold	51	–	–	﹤0.01%	163
2024 Q4	$7.02K	Hold	51	–	–	﹤0.01%	176
2024 Q3	$7.86K	Hold	51	–	–	﹤0.01%	172
2024 Q2	$7.63K	Hold	51	–	–	﹤0.01%	169
2024 Q1	$7.14K	Hold	51	–	–	﹤0.01%	183
2023 Q4	$6.96K	Hold	51	–	–	﹤0.01%	143
2023 Q3	$6.57K	Hold	51	–	–	﹤0.01%	142
2023 Q2	$6.77K	Hold	51	–	–	﹤0.01%	126
2023 Q1	$6.6K	Sell	51 -59	-54%	-$7.71K	﹤0.01%	120
2022 Q4	$14.9K	Buy	+110	New	+$14.6K	0.01%	92

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

DecisionPoint Financial's XLV Position: Q1 2026 in Review

DecisionPoint Financial reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 23% in Q1 2026, selling an estimated $2.31K and leaving 51 shares worth $7.48K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

DecisionPoint Financial first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.9K in Q4 2022. 1,806 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

DecisionPoint Financial held 51 shares of State Street Health Care Select Sector SPDR ETF worth $7.48K as of Q1 2026.
DecisionPoint Financial sold 15 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $2.31K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #198 holding.
DecisionPoint Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's State Street Health Care Select Sector SPDR ETF position peaked at $14.9K in Q4 2022.
1,806 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.