Essex Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Essex Financial Services’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	$1.01M	Sell	6,870 -332	-5%	-$51.2K	0.06%	288
2025 Q4	$1.11M	Buy	7,202 +479	+7%	+$71.7K	0.06%	255
2025 Q3	$936K	Sell	6,723 -378	-5%	-$51.1K	0.06%	285
2025 Q2	$957K	Buy	+7,101	New	+$959K	0.06%	262
2023 Q4	–	Sell	-2,051	Closed	-$264K	–	523
2023 Q3	$264K	Sell	2,051 -308	-13%	-$40.9K	0.03%	391
2023 Q2	$313K	Sell	2,359 -172	-7%	-$22.7K	0.04%	361
2023 Q1	$328K	Buy	2,531 +90	+4%	+$11.8K	0.03%	359
2022 Q4	$331K	Buy	2,441 +351	+17%	+$46.5K	0.04%	345
2022 Q3	$253K	Sell	2,090 -108	-5%	-$13.9K	0.03%	376
2022 Q2	$282K	Buy	2,198 +1	+0%	+$131	0.03%	368
2022 Q1	$301K	Buy	2,197 +580	+36%	+$76.8K	0.03%	373
2021 Q4	$228K	Sell	1,617 -31	-2%	-$4.12K	0.02%	441
2021 Q3	$210K	Buy	1,648 +48	+3%	+$6.34K	0.02%	433
2021 Q2	$202K	Buy	+1,600	New	+$196K	0.03%	441

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

Essex Financial Services's XLV Position: Q1 2026 in Review

Essex Financial Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.6% in Q1 2026, selling an estimated $51.2K and leaving 6,870 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #288.

Essex Financial Services first reported a position in XLV in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.11M in Q4 2025. 1,806 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Essex Financial Services held 6,870 shares of State Street Health Care Select Sector SPDR ETF worth $1.01M as of Q1 2026.
Essex Financial Services sold 332 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $51.2K.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #288 holding.
Essex Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 14 quarters since.
Essex Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $1.11M in Q4 2025.
1,806 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.