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Facet Wealth Inc’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Facet Wealth Inc’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 		$342K Buy
2,334
+266
+13% +$41K 0.01% 233
2025
Q4 		$319K Buy
2,068
+149
+8% +$22.3K 0.01% 214
2025
Q3 		$267K Buy
+1,919
New +$260K 0.01% 177

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

Facet Wealth Inc's XLV Position: Q1 2026 in Review

Facet Wealth Inc increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q1 2026, buying an estimated $41K and bringing the position to 2,334 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #233.

Facet Wealth Inc first reported a position in XLV in Q3 2025 and has held it in 3 quarters since. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Facet Wealth Inc held 2,334 shares of State Street Health Care Select Sector SPDR ETF worth $342K as of Q1 2026.
  • Facet Wealth Inc bought 266 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $41K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #233 holding.
  • Facet Wealth Inc first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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