Fortis Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Fortis Advisors’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	$531K	Sell	3,621 -629	-15%	-$97K	0.27%	62
2025 Q4	$658K	Buy	4,250 +836	+24%	+$125K	0.36%	50
2025 Q3	$475K	Buy	3,414 +7	+0.2%	+$947	0.27%	64
2025 Q2	$459K	Sell	3,407 -490	-13%	-$66.2K	0.29%	65
2025 Q1	$569K	Buy	3,897 +412	+12%	+$59.9K	0.37%	51
2024 Q4	$479K	Sell	3,485 -178	-5%	-$26K	0.31%	58
2024 Q3	$564K	Buy	3,663 +135	+4%	+$20.5K	0.37%	49
2024 Q2	$514K	Sell	3,528 -18	-0.5%	-$2.58K	0.36%	44
2024 Q1	$524K	Buy	3,546 +743	+27%	+$107K	0.35%	45
2023 Q4	$382K	Buy	2,803 +115	+4%	+$15K	0.27%	59
2023 Q3	$346K	Buy	2,688 +238	+10%	+$31.6K	0.26%	63
2023 Q2	$325K	Buy	+2,450	New	+$323K	0.23%	66
2020 Q2	–	Sell	-1,181	Closed	-$105K	–	332
2020 Q1	$105K	Buy	1,181 +290	+33%	+$28.2K	0.07%	142
2019 Q4	$91K	Buy	891 +3	+0.3%	+$288	0.06%	183
2019 Q3	$80K	Buy	888 +4	+0.5%	+$365	0.04%	192
2019 Q2	$82K	Buy	884 +4	+0.5%	+$360	0.04%	199
2019 Q1	$81K	Buy	+880	New	+$79.3K	0.04%	192
2018 Q1	–	Sell	-75	Closed	-$6K	–	325
2017 Q4	$6K	Sell	75 -65	-46%	-$5.36K	﹤0.01%	260
2017 Q3	$11K	Buy	+140	New	+$11.2K	0.01%	231

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

Fortis Advisors's XLV Position: Q1 2026 in Review

Fortis Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 15% in Q1 2026, selling an estimated $97K and leaving 3,621 shares worth $531K. The position accounts for 0.27% of the portfolio, ranked #62.

Fortis Advisors first reported a position in XLV in Q3 2017 and has held it in 19 quarters since. The position peaked at $658K in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Fortis Advisors held 3,621 shares of State Street Health Care Select Sector SPDR ETF worth $531K as of Q1 2026.
Fortis Advisors sold 629 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $97K.
State Street Health Care Select Sector SPDR ETF made up 0.27% of Fortis Advisors's portfolio in Q1 2026, its #62 holding.
Fortis Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2017 and has held it in 19 quarters since.
Fortis Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $658K in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.