Empirical Asset 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
$252K Buy
1,716
+37
+2% +$5.71K 0.07% 324
2025
Q4
$260K Buy
+1,679
New +$251K 0.07% 281
2024
Q2
Sell
-2,706
Closed -$400K 398
2024
Q1
$400K Buy
2,706
+172
+7% +$24.7K 0.19% 150
2023
Q4
$346K Buy
+2,534
New +$330K 0.28% 123

Other funds holding XLV

Empirical Asset Management's XLV Position: Q1 2026 in Review

Empirical Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.2% in Q1 2026, buying an estimated $5.71K and bringing the position to 1,716 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #324.

Empirical Asset Management first reported a position in XLV in Q4 2023 and has held it in 4 quarters since. The position peaked at $400K in Q1 2024. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Empirical Asset Management held 1,716 shares of State Street Health Care Select Sector SPDR ETF worth $252K as of Q1 2026.
  • Empirical Asset Management bought 37 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $5.71K.
  • State Street Health Care Select Sector SPDR ETF made up 0.07% of Empirical Asset Management's portfolio in Q1 2026, its #324 holding.
  • Empirical Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
  • Empirical Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $400K in Q1 2024.
  • 1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.