Gladstone Institutional Advisory’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
$4.67M Sell
31,832
-24,866
-44% -$3.84M 0.17% 135
2025
Q4
$8.78M Sell
56,698
-4,252
-7% -$637K 0.33% 62
2025
Q3
$8.48M Sell
60,950
-1,445
-2% -$196K 0.33% 64
2025
Q2
$8.41M Sell
62,395
-2,077
-3% -$280K 0.35% 58
2025
Q1
$9.41M Sell
64,472
-9,602
-13% -$1.39M 0.44% 47
2024
Q4
$10.2M Buy
74,074
+19,685
+36% +$2.88M 0.47% 44
2024
Q3
$8.38M Sell
54,389
-18,372
-25% -$2.78M 0.41% 59
2024
Q2
$10.6M Buy
72,761
+17,162
+31% +$2.46M 0.55% 33
2024
Q1
$8.21M Buy
55,599
+17,576
+46% +$2.52M 0.45% 47
2023
Q4
$5.19M Sell
38,023
-5,672
-13% -$738K 0.29% 88
2023
Q3
$5.63M Buy
43,695
+978
+2% +$130K 0.36% 71
2023
Q2
$5.67M Buy
42,717
+1,446
+4% +$191K 0.35% 74
2023
Q1
$5.34M Sell
41,271
-9,824
-19% -$1.28M 0.35% 72
2022
Q4
$6.94M Buy
51,095
+10,368
+25% +$1.37M 0.49% 43
2022
Q3
$4.93M Sell
40,727
-88,496
-68% -$11.4M 0.39% 58
2022
Q2
$16.6M Buy
129,223
+80,853
+167% +$10.6M 1.31% 11
2022
Q1
$6.63M Buy
48,370
+26,733
+124% +$3.54M 0.45% 48
2021
Q4
$3.05M Buy
21,637
+5,695
+36% +$756K 0.24% 116
2021
Q3
$2.03M Buy
15,942
+3,120
+24% +$412K 0.2% 141
2021
Q2
$1.61M Buy
12,822
+2,993
+30% +$367K 0.19% 128
2021
Q1
$1.15M Buy
9,829
+6,913
+237% +$798K 0.18% 127
2020
Q4
$331K Sell
2,916
-348
-11% -$38K 0.07% 214
2020
Q3
$344K Buy
3,264
+801
+33% +$84.3K 0.08% 188
2020
Q2
$246K Sell
2,463
-1,596
-39% -$158K 0.06% 195
2020
Q1
$360K Buy
4,059
+1,282
+46% +$125K 0.09% 169
2019
Q4
$283K Sell
2,777
-545
-16% -$52.4K 0.07% 199
2019
Q3
$299K Buy
3,322
+121
+4% +$11K 0.08% 206
2019
Q2
$296K Sell
3,201
-2,074
-39% -$186K 0.09% 202
2019
Q1
$484K Sell
5,275
-210
-4% -$18.9K 0.18% 109
2018
Q4
$474K Buy
+5,485
New +$496K 0.28% 85

Other funds holding XLV

Gladstone Institutional Advisory's XLV Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 44% in Q1 2026, selling an estimated $3.84M and leaving 31,832 shares worth $4.67M. The position accounts for 0.17% of the portfolio, ranked #135.

Gladstone Institutional Advisory first reported a position in XLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.6M in Q2 2022. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Gladstone Institutional Advisory held 31,832 shares of State Street Health Care Select Sector SPDR ETF worth $4.67M as of Q1 2026.
  • Gladstone Institutional Advisory sold 24,866 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $3.84M.
  • State Street Health Care Select Sector SPDR ETF made up 0.17% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #135 holding.
  • Gladstone Institutional Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $16.6M in Q2 2022.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.