Empire Financial Management Company’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
$390K Sell
2,661
-23
-0.9% -$3.55K 0.09% 171
2025
Q4
$415K Sell
2,684
-20
-0.7% -$3K 0.09% 167
2025
Q3
$376K Sell
2,704
-147
-5% -$19.9K 0.09% 166
2025
Q2
$384K Buy
2,851
+303
+12% +$40.9K 0.11% 157
2025
Q1
$372K Sell
2,548
-58
-2% -$8.43K 0.12% 160
2024
Q4
$359K Buy
2,606
+242
+10% +$35.4K 0.11% 158
2024
Q3
$364K Sell
2,364
-135
-5% -$20.5K 0.11% 165
2024
Q2
$364K Sell
2,499
-28
-1% -$4.02K 0.12% 159
2024
Q1
$373K Buy
2,527
+41
+2% +$5.88K 0.12% 164
2023
Q4
$339K Sell
2,486
-130
-5% -$16.9K 0.13% 157
2023
Q3
$337K Sell
2,616
-358
-12% -$47.5K 0.15% 147
2023
Q2
$395K Sell
2,974
-34
-1% -$4.48K 0.16% 135
2023
Q1
$389K Buy
+3,008
New +$393K 0.16% 141

Other funds holding XLV

Empire Financial Management Company's XLV Position: Q1 2026 in Review

Empire Financial Management Company reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.86% in Q1 2026, selling an estimated $3.55K and leaving 2,661 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #171.

Empire Financial Management Company first reported a position in XLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $415K in Q4 2025. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Empire Financial Management Company held 2,661 shares of State Street Health Care Select Sector SPDR ETF worth $390K as of Q1 2026.
  • Empire Financial Management Company sold 23 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $3.55K.
  • State Street Health Care Select Sector SPDR ETF made up 0.09% of Empire Financial Management Company's portfolio in Q1 2026, its #171 holding.
  • Empire Financial Management Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
  • Empire Financial Management Company's State Street Health Care Select Sector SPDR ETF position peaked at $415K in Q4 2025.
  • 1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.