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

Eldridge 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	$226K	Buy	1,540 +60	+4%	+$9.26K	0.05%	143
2025 Q4	$229K	Hold	1,480	–	–	0.05%	151
2025 Q3	$206K	Buy	+1,480	New	+$200K	0.05%	157
2024 Q4	–	Sell	-1,660	Closed	-$256K	–	155
2024 Q3	$256K	Hold	1,660	–	–	0.06%	139
2024 Q2	$242K	Buy	1,660 +75	+5%	+$10.8K	0.06%	133
2024 Q1	$234K	Hold	1,585	–	–	0.06%	138
2023 Q4	$216K	Hold	1,585	–	–	0.06%	135
2023 Q3	$204K	Buy	1,585 +75	+5%	+$9.96K	0.07%	140
2023 Q2	$200K	Buy	+1,510	New	+$199K	0.07%	140
2023 Q1	–	Sell	-1,510	Closed	-$205K	–	142
2022 Q4	$205K	Buy	+1,510	New	+$200K	0.07%	130
2022 Q2	–	Sell	-1,510	Closed	-$207K	–	134
2022 Q1	$207K	Hold	1,510	–	–	0.07%	120
2021 Q4	$213K	Buy	+1,510	New	+$201K	0.07%	120

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

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

Eldridge Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.1% in Q1 2026, buying an estimated $9.26K and bringing the position to 1,540 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #143.

Eldridge Investment Advisors first reported a position in XLV in Q4 2021 and has held it in 12 quarters since. The position peaked at $256K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Eldridge Investment Advisors held 1,540 shares of State Street Health Care Select Sector SPDR ETF worth $226K as of Q1 2026.
Eldridge Investment Advisors bought 60 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $9.26K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Eldridge Investment Advisors's portfolio in Q1 2026, its #143 holding.
Eldridge Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
Eldridge Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $256K 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 Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.