Gateway Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Gateway Wealth Partners’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	$2.31M	Sell	15,755 -10,371	-40%	-$1.6M	0.09%	231
2025 Q4	$4.04M	Sell	26,126 -141	-0.5%	-$21.1K	0.45%	62
2025 Q3	$3.66M	Buy	26,267 +4,337	+20%	+$587K	0.49%	58
2025 Q2	$2.96M	Buy	21,930 +12,127	+124%	+$1.64M	0.56%	51
2025 Q1	$1.43M	Buy	9,803 +1,887	+24%	+$274K	0.32%	82
2024 Q4	$1.09M	Buy	7,916 +5,422	+217%	+$793K	0.28%	90
2024 Q3	$384K	Sell	2,494 -389	-13%	-$59K	0.11%	176
2024 Q2	$420K	Sell	2,883 -162	-5%	-$23.2K	0.13%	164
2024 Q1	$450K	Sell	3,045 -919	-23%	-$132K	0.16%	125
2023 Q4	$541K	Sell	3,964 -27,016	-87%	-$3.51M	0.22%	100
2023 Q3	$3.99M	Buy	30,980 +801	+3%	+$106K	0.72%	31
2023 Q2	$4.01M	Buy	30,179 +173	+0.6%	+$22.8K	0.72%	28
2023 Q1	$3.88M	Buy	30,006 +3,728	+14%	+$487K	0.6%	30
2022 Q4	$3.57M	Buy	+26,278	New	+$3.48M	0.61%	31

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

Gateway Wealth Partners's XLV Position: Q1 2026 in Review

Gateway Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 40% in Q1 2026, selling an estimated $1.6M and leaving 15,755 shares worth $2.31M. The position accounts for 0.09% of the portfolio, ranked #231.

Gateway Wealth Partners first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.04M in Q4 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Gateway Wealth Partners held 15,755 shares of State Street Health Care Select Sector SPDR ETF worth $2.31M as of Q1 2026.
Gateway Wealth Partners sold 10,371 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.6M.
State Street Health Care Select Sector SPDR ETF made up 0.09% of Gateway Wealth Partners's portfolio in Q1 2026, its #231 holding.
Gateway Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Gateway Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $4.04M in Q4 2025.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.