EWM
XLV icon

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

EPG 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 		$2.32M Sell
15,818
-23
-0.1% -$3.55K 0.63% 45
2025
Q4 		$2.45M Buy
15,841
+157
+1% +$23.5K 0.66% 38
2025
Q3 		$2.18M Sell
15,684
-605
-4% -$81.9K 0.6% 42
2025
Q2 		$2.2M Sell
16,289
-2,488
-13% -$336K 0.66% 38
2025
Q1 		$2.74M Sell
18,777
-3,331
-15% -$484K 0.76% 26
2024
Q4 		$3.04M Sell
22,108
-192
-0.9% -$28.1K 0.8% 24
2024
Q3 		$3.43M Buy
+22,300
New +$3.38M 0.87% 23
2024
Q2 		– Sell
-23,444
Closed -$3.36M – 23
2024
Q1 		$3.46M Buy
23,444
+18
+0.1% +$2.58K 0.85% 23
2023
Q4 		$3.35M Sell
23,426
-684
-3% -$89K 0.88% 22
2023
Q3 		$3.1M Sell
24,110
-439
-2% -$58.3K 0.94% 19
2023
Q2 		$3.26M Sell
24,549
-579
-2% -$76.3K 0.96% 17
2023
Q1 		$3.25M Buy
25,128
+94
+0.4% +$12.3K 1.03% 17
2022
Q4 		$3.4M Sell
25,034
-111
-0.4% -$14.7K 1.29% 12
2022
Q3 		$3.04M Sell
25,145
-277
-1% -$35.7K 1.25% 13
2022
Q2 		$3.26M Sell
25,422
-737
-3% -$96.6K 1.39% 12
2022
Q1 		$3.58M Buy
26,159
+855
+3% +$113K 1.24% 11
2021
Q4 		$3.56M Buy
25,304
+233
+0.9% +$30.9K 1.25% 12
2021
Q3 		$3.19M Buy
25,071
+203
+0.8% +$26.8K 1.28% 13
2021
Q2 		$3.13M Buy
24,868
+103
+0.4% +$12.6K 1.33% 14
2021
Q1 		$2.89M Sell
24,765
-18,657
-43% -$2.15M 1.41% 15
2020
Q4 		$4.93M Buy
43,422
+252
+0.6% +$27.5K 2.96% 6
2020
Q3 		$4.55M Sell
43,170
-1,652
-4% -$174K 3.37% 6
2020
Q2 		$4.49M Buy
44,822
+443
+1% +$43.7K 3.18% 6
2020
Q1 		$3.93M Buy
44,379
+19,473
+78% +$1.89M 2.89% 6
2019
Q4 		$2.54M Buy
+24,906
New +$2.39M 1.86% 11

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

EPG Wealth Management's XLV Position: Q1 2026 in Review

EPG Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.15% in Q1 2026, selling an estimated $3.55K and leaving 15,818 shares worth $2.32M. The position accounts for 0.63% of the portfolio, ranked #45.

EPG Wealth Management first reported a position in XLV in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.93M in Q4 2020. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • EPG Wealth Management held 15,818 shares of State Street Health Care Select Sector SPDR ETF worth $2.32M as of Q1 2026.
  • EPG Wealth Management 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 0.63% of EPG Wealth Management's portfolio in Q1 2026, its #45 holding.
  • EPG Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $4.93M in Q4 2020.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.