Godsey & Gibb Inc’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Godsey & Gibb Inc’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	-6	Closed	-$929	–	440
2025 Q4	$929	Sell	6 -97	-94%	-$14.5K	﹤0.01%	414
2025 Q3	$14.3K	Sell	103 -60	-37%	-$8.12K	﹤0.01%	244
2025 Q2	$22K	Sell	163 -89	-35%	-$12K	﹤0.01%	208
2025 Q1	$36.8K	Buy	252 +89	+55%	+$12.9K	﹤0.01%	184
2024 Q4	$22.4K	Sell	163 -155	-49%	-$22.7K	﹤0.01%	221
2024 Q3	$49K	Buy	318 +75	+31%	+$11.4K	﹤0.01%	180
2024 Q2	$35.4K	Hold	243	–	–	﹤0.01%	215
2024 Q1	$35.9K	Buy	243 +202	+493%	+$29K	﹤0.01%	189
2023 Q4	$5.59K	Hold	41	–	–	﹤0.01%	301
2023 Q3	$5.28K	Hold	41	–	–	﹤0.01%	279
2023 Q2	$5.44K	Buy	+41	New	+$5.41K	﹤0.01%	302
2022 Q3	–	Sell	-85	Closed	-$11K	–	169
2022 Q2	$11K	Hold	85	–	–	0.01%	66
2022 Q1	$12K	Hold	85	–	–	﹤0.01%	81
2021 Q4	$12K	Hold	85	–	–	﹤0.01%	85
2021 Q3	$11K	Hold	85	–	–	﹤0.01%	70
2021 Q2	$11K	Buy	+85	New	+$10.4K	0.01%	69

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

Godsey & Gibb Inc's XLV Position: Q1 2026 in Review

Godsey & Gibb Inc sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 6 shares — an estimated $929 sold.

Godsey & Gibb Inc first reported a position in XLV in Q2 2021 and held it in 16 quarters. The position peaked at $49K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Godsey & Gibb Inc reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Godsey & Gibb Inc sold 6 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $929.
Godsey & Gibb Inc first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and held it in 16 quarters.
Godsey & Gibb Inc's State Street Health Care Select Sector SPDR ETF position peaked at $49K in Q3 2024.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Godsey & Gibb Inc's 13F filing for Q1 2026, filed 20 Apr 2026.