Galvin Gaustad & Stein’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Galvin Gaustad & Stein’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	$1.33M	Buy	+9,105	New	+$1.4M	0.11%	111
2024 Q4	–	Sell	-1,431	Closed	-$220K	–	199
2024 Q3	$220K	Sell	1,431 -69	-5%	-$10.5K	0.02%	177
2024 Q2	$219K	Buy	1,500 +88	+6%	+$12.6K	0.02%	174
2024 Q1	$209K	Sell	1,412 -57	-4%	-$8.18K	0.02%	181
2023 Q4	$200K	Buy	+1,469	New	+$191K	0.02%	183
2023 Q1	–	Sell	-1,569	Closed	-$213K	–	173
2022 Q4	$213K	Buy	+1,569	New	+$208K	0.02%	156
2022 Q3	–	Sell	-1,754	Closed	-$225K	–	172
2022 Q2	$225K	Hold	1,754	–	–	0.02%	156
2022 Q1	$240K	Sell	1,754 -26	-1%	-$3.44K	0.02%	158
2021 Q4	$251K	Hold	1,780	–	–	0.02%	160
2021 Q3	$227K	Sell	1,780 -2,958	-62%	-$391K	0.02%	170
2021 Q2	$597K	Buy	4,738 +43	+0.9%	+$5.27K	0.06%	125
2021 Q1	$548K	Sell	4,695 -25	-0.5%	-$2.89K	0.06%	129
2020 Q4	$535K	Buy	+4,720	New	+$515K	0.06%	130

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

Galvin Gaustad & Stein's XLV Position: Q1 2026 in Review

Galvin Gaustad & Stein opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 9,105 shares worth $1.33M. The stake represents 0.11% of the portfolio and ranks #111 among its holdings. This is a return to the name: Galvin Gaustad & Stein previously reported a position in XLV as recently as Q3 2024.

Galvin Gaustad & Stein first reported a position in XLV in Q4 2020 and has held it in 13 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Galvin Gaustad & Stein held 9,105 shares of State Street Health Care Select Sector SPDR ETF worth $1.33M as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Galvin Gaustad & Stein position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.11% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #111 holding.
Galvin Gaustad & Stein first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 13 quarters since.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.