Financial Gravity Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Financial Gravity Asset 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	$26.1K	Buy	178 +11	+7%	+$1.7K	﹤0.01%	407
2025 Q4	$25.9K	Hold	167	–	–	0.01%	332
2025 Q3	$23.2K	Buy	+167	New	+$22.6K	﹤0.01%	400
2025 Q1	$37.2K	Buy	+255	New	+$37K	0.01%	365
2024 Q2	$53.8K	Sell	369 -652	-64%	-$93.5K	0.01%	257
2024 Q1	$148K	Sell	1,021 -10	-1%	-$1.44K	0.04%	155
2023 Q4	$141K	Buy	+1,031	New	+$134K	0.04%	161
2021 Q3	$127K	Buy	+604	New	+$79.8K	0.06%	287
2020 Q4	$9K	Buy	+77	New	+$8.4K	0.01%	189
2019 Q4	$104K	Sell	271 -1,330	-83%	-$128K	0.07%	306
2019 Q3	$144K	Sell	1,601 -3,820	-70%	-$349K	0.12%	157
2019 Q2	$502K	Buy	5,421 +144	+3%	+$12.9K	0.41%	67
2019 Q1	$485K	Buy	+5,277	New	+$476K	0.39%	65
2018 Q3	$4K	Sell	47 -49	-51%	-$4.43K	﹤0.01%	809
2018 Q2	$9K	Sell	96 -8,992	-99%	-$745K	0.01%	603
2018 Q1	$736K	Buy	+9,088	New	+$774K	0.75%	19

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Financial Gravity Asset Management's XLV Position: Q1 2026 in Review

Financial Gravity Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.6% in Q1 2026, buying an estimated $1.7K and bringing the position to 178 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Financial Gravity Asset Management first reported a position in XLV in Q1 2018 and has held it in 16 quarters since. The position peaked at $736K in Q1 2018. 1,819 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Financial Gravity Asset Management held 178 shares of State Street Health Care Select Sector SPDR ETF worth $26.1K as of Q1 2026.
Financial Gravity Asset Management bought 11 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.7K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #407 holding.
Financial Gravity Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $736K in Q1 2018.
1,819 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.