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Delos Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Delos Wealth Advisors’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 		$5.38M Buy
36,669
+3,922
+12% +$605K 3.08% 9
2025
Q4 		$5.07M Buy
32,747
+912
+3% +$137K 3.34% 9
2025
Q3 		$4.43M Buy
31,835
+4,006
+14% +$542K 2.98% 12
2025
Q2 		$3.75M Sell
27,829
-3,526
-11% -$476K 2.92% 11
2025
Q1 		$4.58M Buy
31,355
+113
+0.4% +$16.4K 3.62% 9
2024
Q4 		$4.3M Buy
31,242
+2,655
+9% +$389K 3.42% 9
2024
Q3 		$4.4M Buy
28,587
+2,068
+8% +$313K 3.84% 4
2024
Q2 		$3.87M Buy
26,519
+3,610
+16% +$518K 3.73% 4
2024
Q1 		$3.38M Sell
22,909
-2,522
-10% -$362K 3.8% 5
2023
Q4 		$3.47M Sell
25,431
-2,897
-10% -$377K 5.03% 3
2023
Q3 		$3.77M Sell
28,328
-275
-1% -$36.5K 4.57% 4
2023
Q2 		$3.8M Sell
28,603
-255
-0.9% -$33.6K 4.84% 4
2023
Q1 		$3.74M Sell
28,858
-4,117
-12% -$538K 4.73% 3
2022
Q4 		$4.48M Buy
32,975
+149
+0.5% +$19.7K 6.91% 2
2022
Q3 		$3.98M Buy
32,826
+1,718
+6% +$221K 4.76% 4
2022
Q2 		$3.99M Buy
31,108
+2,502
+9% +$328K 4.46% 4
2022
Q1 		$3.92M Buy
28,606
+4,977
+21% +$659K 3.86% 4
2021
Q4 		$3.33M Buy
23,629
+575
+2% +$76.3K 3.17% 9
2021
Q3 		$2.94M Buy
23,054
+18,354
+391% +$2.43M 3.23% 9
2021
Q2 		$592K Buy
+4,700
New +$576K 0.74% 35

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Delos Wealth Advisors's XLV Position: Q1 2026 in Review

Delos Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q1 2026, buying an estimated $605K and bringing the position to 36,669 shares worth $5.38M. The position accounts for 3.08% of the portfolio, ranked #9.

Delos Wealth Advisors first reported a position in XLV in Q2 2021 and has held it in 20 quarters since. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Delos Wealth Advisors held 36,669 shares of State Street Health Care Select Sector SPDR ETF worth $5.38M as of Q1 2026.
  • Delos Wealth Advisors bought 3,922 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $605K.
  • State Street Health Care Select Sector SPDR ETF made up 3.08% of Delos Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Delos Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.