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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.66M Buy
17,983
+593
+3% +$91.5K 1.71% 16
2025
Q4
$2.7M Buy
17,390
+55
+0.3% +$8.24K 1.82% 14
2025
Q3
$2.41M Buy
17,335
+1,722
+11% +$233K 1.52% 17
2025
Q2
$2.1M Buy
15,613
+1,259
+9% +$170K 1.43% 17
2025
Q1
$2.1M Buy
14,354
+1,873
+15% +$272K 1.54% 14
2024
Q4
$1.72M Buy
12,481
+630
+5% +$92.2K 1.26% 19
2024
Q3
$1.83M Buy
11,851
+598
+5% +$90.6K 1.3% 17
2024
Q2
$1.64M Sell
11,253
-61
-0.5% -$8.75K 1.44% 18
2024
Q1
$1.67M Buy
11,314
+317
+3% +$45.5K 1.29% 18
2023
Q4
$1.5M Buy
10,997
+87
+0.8% +$11.3K 1.49% 20
2023
Q3
$1.4M Buy
10,910
+36
+0.3% +$4.78K 1.56% 19
2023
Q2
$1.44M Buy
+10,874
New +$1.43M 1.52% 18
2022
Q2
Sell
-406
Closed -$56K 496
2022
Q1
$56K Sell
406
-170
-30% -$22.5K 0.05% 253
2021
Q4
$80K Buy
+576
New +$76.5K 0.06% 216

Other funds holding XLV

Future Financial Wealth Management's XLV Position: Q1 2026 in Review

Future Financial Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.4% in Q1 2026, buying an estimated $91.5K and bringing the position to 17,983 shares worth $2.66M. The position accounts for 1.71% of the portfolio, ranked #16.

Future Financial Wealth Management first reported a position in XLV in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.7M in Q4 2025. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Future Financial Wealth Management held 17,983 shares of State Street Health Care Select Sector SPDR ETF worth $2.66M as of Q1 2026.
  • Future Financial Wealth Management bought 593 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $91.5K.
  • State Street Health Care Select Sector SPDR ETF made up 1.71% of Future Financial Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Future Financial Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
  • Future Financial Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $2.7M 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 Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.