Forefront Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Forefront Wealth Partners’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	$510K	Sell	3,476 -947	-21%	-$146K	0.21%	94
2025 Q4	$685K	Sell	4,423 -237	-5%	-$35.5K	0.32%	67
2025 Q3	$648K	Sell	4,660 -5,049	-52%	-$683K	0.16%	111
2025 Q2	$1.33M	Buy	9,709 +1,752	+22%	+$237K	0.91%	32
2025 Q1	$1.16M	Sell	7,957 -623	-7%	-$90.5K	0.79%	34
2024 Q4	$1.18M	Buy	+8,580	New	+$1.26M	0.88%	35

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

Forefront Wealth Partners's XLV Position: Q1 2026 in Review

Forefront Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 21% in Q1 2026, selling an estimated $146K and leaving 3,476 shares worth $510K. The position accounts for 0.21% of the portfolio, ranked #94.

Forefront Wealth Partners first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.33M in Q2 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Forefront Wealth Partners held 3,476 shares of State Street Health Care Select Sector SPDR ETF worth $510K as of Q1 2026.
Forefront Wealth Partners sold 947 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $146K.
State Street Health Care Select Sector SPDR ETF made up 0.21% of Forefront Wealth Partners's portfolio in Q1 2026, its #94 holding.
Forefront Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Forefront Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $1.33M in Q2 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.