Elm Partners Management’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
$631K Buy
+4,389
New +$677K 0.03% 85
2025
Q4
Sell
-4,446
Closed -$619K 162
2025
Q3
$619K Buy
4,446
+108
+2% +$14.6K 0.03% 88
2025
Q2
$585K Buy
+4,338
New +$586K 0.03% 72
2025
Q1
Sell
-6,932
Closed -$954K 78
2024
Q4
$954K Buy
6,932
+2,173
+46% +$318K 0.07% 42
2024
Q3
$733K Buy
4,759
+1,798
+61% +$273K 0.05% 39
2024
Q2
$432K Sell
2,961
-1,558
-34% -$223K 0.03% 51
2024
Q1
$668K Buy
4,519
+1,558
+53% +$224K 0.05% 42
2023
Q4
$404K Buy
2,961
+176
+6% +$22.9K 0.04% 42
2023
Q3
$359K Buy
+2,785
New +$370K 0.04% 43

Other funds holding XLV

Elm Partners Management's XLV Position: Q1 2026 in Review

Elm Partners Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 4,389 shares worth $631K. The stake represents 0.03% of the portfolio and ranks #85 among its holdings. This is a return to the name: Elm Partners Management previously reported a position in XLV as recently as Q3 2025.

Elm Partners Management first reported a position in XLV in Q3 2023 and has held it in 9 quarters since. The position peaked at $954K in Q4 2024. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Elm Partners Management held 4,389 shares of State Street Health Care Select Sector SPDR ETF worth $631K as of Q1 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Elm Partners Management position in Q1 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of Elm Partners Management's portfolio in Q1 2026, its #85 holding.
  • Elm Partners Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 9 quarters since.
  • Elm Partners Management's State Street Health Care Select Sector SPDR ETF position peaked at $954K in Q4 2024.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.