Elk River Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Elk River Wealth Management’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	$624K	Sell	4,259 -7,929	-65%	-$1.22M	0.1%	69
2025 Q4	$1.89M	Buy	12,188 +8,129	+200%	+$1.22M	0.3%	47
2025 Q3	$565K	Sell	4,059 -30,604	-88%	-$4.14M	0.09%	68
2025 Q2	$4.67M	Buy	34,663 +30,143	+667%	+$4.07M	0.8%	33
2025 Q1	$660K	Buy	4,520 +193	+4%	+$28K	0.12%	58
2024 Q4	$595K	Buy	4,327 +307	+8%	+$44.9K	0.11%	62
2024 Q3	$619K	Hold	4,020	–	–	0.11%	60
2024 Q2	$586K	Hold	4,020	–	–	0.11%	60
2024 Q1	$594K	Sell	4,020 -1,100	-21%	-$158K	0.12%	60
2023 Q4	$698K	Hold	5,120	–	–	0.13%	64
2023 Q3	$659K	Hold	5,120	–	–	0.15%	60
2023 Q2	$680K	Sell	5,120 -220	-4%	-$29K	0.15%	60
2023 Q1	$691K	Hold	5,340	–	–	0.16%	61
2022 Q4	$725K	Buy	5,340 +220	+4%	+$29.2K	0.18%	64
2022 Q3	$620K	Hold	5,120	–	–	0.16%	64
2022 Q2	$657K	Hold	5,120	–	–	0.17%	65
2022 Q1	$701K	Sell	5,120 -275	-5%	-$36.4K	0.15%	67
2021 Q4	$760K	Sell	5,395 -271	-5%	-$36K	0.17%	66
2021 Q3	$721K	Hold	5,666	–	–	0.18%	66
2021 Q2	$714K	Hold	5,666	–	–	0.18%	68
2021 Q1	$661K	Sell	5,666 -1,125	-17%	-$130K	0.19%	68
2020 Q4	$770K	Buy	+6,791	New	+$741K	0.25%	66

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

Elk River Wealth Management's XLV Position: Q1 2026 in Review

Elk River Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 65% in Q1 2026, selling an estimated $1.22M and leaving 4,259 shares worth $624K. The position accounts for 0.1% of the portfolio, ranked #69.

Elk River Wealth Management first reported a position in XLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.67M in Q2 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Elk River Wealth Management held 4,259 shares of State Street Health Care Select Sector SPDR ETF worth $624K as of Q1 2026.
Elk River Wealth Management sold 7,929 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.22M.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Elk River Wealth Management's portfolio in Q1 2026, its #69 holding.
Elk River Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $4.67M in Q2 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.