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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.2K Hold
104
0.01% 563
2025
Q4
$16.1K Hold
104
0.01% 523
2025
Q3
$14.5K Sell
104
-49
-32% -$6.63K ﹤0.01% 521
2025
Q2
$20.6K Sell
153
-51
-25% -$6.89K 0.01% 468
2025
Q1
$29.8K Hold
204
0.01% 387
2024
Q4
$28.1K Sell
204
-182
-47% -$26.6K 0.01% 383
2024
Q3
$59.5K Hold
386
0.02% 278
2024
Q2
$56.3K Hold
386
0.02% 259
2024
Q1
$57K Hold
386
0.03% 251
2023
Q4
$52.6K Hold
386
0.02% 244
2023
Q3
$49.7K Buy
+386
New +$51.2K 0.03% 245

Other funds holding XLV

DHJJ Financial Advisors's XLV Position: Q1 2026 in Review

DHJJ Financial Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 104 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #563.

DHJJ Financial Advisors first reported a position in XLV in Q3 2023 and has held it in 11 quarters since. The position peaked at $59.5K in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • DHJJ Financial Advisors held 104 shares of State Street Health Care Select Sector SPDR ETF worth $15.2K as of Q1 2026.
  • DHJJ Financial Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #563 holding.
  • DHJJ Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $59.5K in Q3 2024.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.