Elevation Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Elevation Wealth Partners’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 Q3	$158K	Buy	936 +42	+5%	+$7K	0.04%	165
2026 Q2	$142K	Buy	894 +2	+0.2%	+$298	0.04%	165
2026 Q1	$131K	Buy	892 +2	+0.2%	+$309	0.05%	151
2025 Q4	$138K	Sell	890 -223	-20%	-$33.4K	0.05%	142
2025 Q3	$155K	Buy	1,113 +2	+0.2%	+$271	0.06%	135
2025 Q2	$150K	Buy	1,111 +3	+0.3%	+$405	0.06%	133
2025 Q1	$162K	Buy	1,108 +1	+0.1%	+$145	0.07%	125
2024 Q4	$152K	Buy	1,107 +3	+0.3%	+$439	0.06%	133
2024 Q3	$170K	Sell	1,104 -74	-6%	-$11.2K	0.07%	125
2024 Q2	$172K	Buy	1,178 +2	+0.2%	+$287	0.08%	119
2024 Q1	$174K	Sell	1,176 -658	-36%	-$94.4K	0.09%	118
2023 Q4	$236K	Buy	1,834 +1,360	+287%	+$177K	0.14%	89
2023 Q3	$61K	Hold	474	–	–	0.05%	136
2023 Q2	$62.9K	Hold	474	–	–	0.05%	137
2023 Q1	$61.4K	Buy	+474	New	+$61.9K	0.06%	139

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Elevation Wealth Partners's XLV Position: Q3 2026 in Review

Elevation Wealth Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.7% in Q3 2026, buying an estimated $7K and bringing the position to 936 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #165.

Elevation Wealth Partners first reported a position in XLV in Q1 2023 and has held it in 15 quarters since. The position peaked at $236K in Q4 2023. 101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Elevation Wealth Partners held 936 shares of State Street Health Care Select Sector SPDR ETF worth $158K as of Q3 2026.
Elevation Wealth Partners bought 42 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $7K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #165 holding.
Elevation Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $236K in Q4 2023.
101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.