FWL Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

FWL Investment 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	–	Sell	-30	Closed	-$4.64K	–	418
2025 Q4	$4.64K	Hold	30	–	–	﹤0.01%	317
2025 Q3	$4.17K	Hold	30	–	–	﹤0.01%	294
2025 Q2	$4.04K	Hold	30	–	–	﹤0.01%	269
2025 Q1	$4.38K	Sell	30 -1,061	-97%	-$154K	﹤0.01%	254
2024 Q4	$150K	Buy	1,091 +1,016	+1,355%	+$149K	0.05%	97
2024 Q3	$11.6K	Hold	75	–	–	﹤0.01%	233
2024 Q2	$10.9K	Sell	75 -220	-75%	-$31.6K	0.01%	191
2024 Q1	$43.6K	Hold	295	–	–	0.02%	107
2023 Q4	$40.2K	Sell	295 -76	-20%	-$9.89K	0.02%	102
2023 Q3	$47.8K	Buy	+371	New	+$49.3K	0.03%	92
2023 Q2	–	Sell	-409	Closed	-$52.9K	–	81
2023 Q1	$52.9K	Sell	409 -1,060	-72%	-$138K	0.04%	55
2022 Q4	$200K	Buy	1,469 +229	+18%	+$30.3K	0.15%	42
2022 Q3	$150K	Buy	+1,240	New	+$160K	0.13%	40
2022 Q1	–	Sell	-1,590	Closed	-$224K	–	56
2021 Q4	$224K	Buy	+1,590	New	+$211K	0.14%	48

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

FWL Investment Management's XLV Position: Q1 2026 in Review

FWL Investment Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 30 shares — an estimated $4.64K sold.

FWL Investment Management first reported a position in XLV in Q4 2021 and held it in 14 quarters. The position peaked at $224K in Q4 2021. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

FWL Investment Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
FWL Investment Management sold 30 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $4.64K.
FWL Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 14 quarters.
FWL Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $224K in Q4 2021.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.