Golden State Equity Partners’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
$1.34M Buy
9,159
+3,222
+54% +$497K 0.1% 230
2025
Q4
$919K Buy
+5,937
New +$889K 0.15% 162
2025
Q2
Sell
-1,629
Closed -$238K 480
2025
Q1
$238K Buy
1,629
+113
+7% +$16.4K 0.05% 378
2024
Q4
$209K Buy
1,516
+459
+43% +$67.2K 0.04% 405
2024
Q3
$163K Sell
1,057
-999
-49% -$151K 0.09% 207
2024
Q2
$300K Buy
+2,056
New +$295K 0.06% 320
2023
Q4
$273K Sell
2,005
-101
-5% -$13.1K 0.07% 300
2023
Q3
$271K Buy
+2,106
New +$280K 0.08% 266
2023
Q2
Sell
-1,755
Closed -$227K 402
2023
Q1
$227K Buy
+1,755
New +$229K 0.12% 185
2021
Q4
Sell
-2,138
Closed -$272K 265
2021
Q3
$272K Buy
2,138
+1
+0% +$132 0.11% 185
2021
Q2
$269K Buy
+2,137
New +$262K 0.1% 196
2021
Q1
Sell
-6,283
Closed -$712K 220
2020
Q4
$712K Buy
+6,283
New +$686K 0.49% 57

Other funds holding XLV

Golden State Equity Partners's XLV Position: Q1 2026 in Review

Golden State Equity Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 54% in Q1 2026, buying an estimated $497K and bringing the position to 9,159 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #230.

Golden State Equity Partners first reported a position in XLV in Q4 2020 and has held it in 12 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Golden State Equity Partners held 9,159 shares of State Street Health Care Select Sector SPDR ETF worth $1.34M as of Q1 2026.
  • Golden State Equity Partners bought 3,222 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $497K.
  • State Street Health Care Select Sector SPDR ETF made up 0.1% of Golden State Equity Partners's portfolio in Q1 2026, its #230 holding.
  • Golden State Equity Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 12 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 Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.