Fourth Dimension Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Fourth Dimension Wealth’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	$4.71M	Buy	32,117 +396	+1%	+$61.1K	1.79%	16
2025 Q4	$4.91M	Buy	31,721 +598	+2%	+$89.6K	1.79%	15
2025 Q3	$4.33M	Buy	31,123 +2,103	+7%	+$285K	1.65%	15
2025 Q2	$3.91M	Buy	29,020 +2,715	+10%	+$367K	1.65%	17
2025 Q1	$3.84M	Sell	26,305 -84	-0.3%	-$12.2K	1.86%	16
2024 Q4	$3.65M	Buy	+26,389	New	+$3.86M	1.91%	13

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

Fourth Dimension Wealth's XLV Position: Q1 2026 in Review

Fourth Dimension Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.2% in Q1 2026, buying an estimated $61.1K and bringing the position to 32,117 shares worth $4.71M. The position accounts for 1.79% of the portfolio, ranked #16.

Fourth Dimension Wealth first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.91M in Q4 2025. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Fourth Dimension Wealth held 32,117 shares of State Street Health Care Select Sector SPDR ETF worth $4.71M as of Q1 2026.
Fourth Dimension Wealth bought 396 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $61.1K.
State Street Health Care Select Sector SPDR ETF made up 1.79% of Fourth Dimension Wealth's portfolio in Q1 2026, its #16 holding.
Fourth Dimension Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $4.91M in Q4 2025.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.