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 -2,147	-85%	-$308K	0.01%	257
2024 Q1	$369K	Buy	2,516 +487	+24%	+$69.9K	0.05%	132
2023 Q4	$265K	Buy	2,029 +1,031	+103%	+$134K	﹤0.01%	485
2023 Q3	$124K	Buy	998 +865	+650%	+$115K	﹤0.01%	481
2023 Q2	$4.6K	Buy	133 +44	+49%	+$5.8K	0.01%	495
2023 Q1	$12	Sell	89 -47	-35%	-$6.14K	﹤0.01%	838
2022 Q4	$6.69K	Buy	+136	New	+$18K	0.03%	349
2022 Q1	–	Sell	-705	Closed	-$1.03K	–	1028
2021 Q4	$1.03K	Buy	705 +101	+17%	+$13.4K	0.02%	384
2021 Q3	$127K	Buy	+604	New	+$79.8K	0.06%	287
2021 Q2	–	Sell	-148	Closed	-$17	–	1030
2021 Q1	$17	Buy	148 +71	+92%	+$8.2K	﹤0.01%	680
2020 Q4	$9K	Buy	+77	New	+$8.4K	0.01%	189
2020 Q1	–	Sell	-271	Closed	-$104K	–	1388
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 $1.37T 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

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 22 quarters since. The position peaked at $736K in Q1 2018. 1,807 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 22 quarters since.
Financial Gravity Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $736K in Q1 2018.
1,807 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.