Edgemoor Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Edgemoor Investment 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	–	Sell	-1,600	Closed	-$248K	–	179
2025 Q4	$248K	Hold	1,600	–	–	0.02%	159
2025 Q3	$223K	Hold	1,600	–	–	0.02%	182
2025 Q2	$216K	Hold	1,600	–	–	0.02%	167
2025 Q1	$234K	Hold	1,600	–	–	0.02%	149
2024 Q4	$220K	Sell	1,600 -389	-20%	-$56.9K	0.02%	156
2024 Q3	$306K	Buy	1,989 +389	+24%	+$59K	0.03%	137
2024 Q2	$233K	Hold	1,600	–	–	0.02%	149
2024 Q1	$236K	Hold	1,600	–	–	0.02%	152
2023 Q4	$218K	Hold	1,600	–	–	0.02%	154
2023 Q3	$206K	Hold	1,600	–	–	0.02%	154
2023 Q2	$212K	Hold	1,600	–	–	0.02%	154
2023 Q1	$207K	Buy	+1,600	New	+$209K	0.03%	152

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Edgemoor Investment Advisors's XLV Position: Q1 2026 in Review

Edgemoor Investment Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 1,600 shares — an estimated $248K sold.

Edgemoor Investment Advisors first reported a position in XLV in Q1 2023 and held it in 12 quarters. The position peaked at $306K in Q3 2024. 1,821 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Edgemoor Investment Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Edgemoor Investment Advisors sold 1,600 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $248K.
Edgemoor Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and held it in 12 quarters.
Edgemoor Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $306K in Q3 2024.
1,821 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.