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Greykasell Wealth Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Greykasell Wealth Strategies’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 		$36.2K Buy
247
+35
+17% +$5.4K 0.01% 276
2025
Q4 		$32.8K Buy
212
+1
+0.5% +$150 0.01% 271
2025
Q3 		$29.4K Buy
+211
New +$28.6K 0.01% 234

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Greykasell Wealth Strategies's XLV Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 17% in Q1 2026, buying an estimated $5.4K and bringing the position to 247 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #276.

Greykasell Wealth Strategies first reported a position in XLV in Q3 2025 and has held it in 3 quarters since. 1,811 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Greykasell Wealth Strategies held 247 shares of State Street Health Care Select Sector SPDR ETF worth $36.2K as of Q1 2026.
  • Greykasell Wealth Strategies bought 35 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $5.4K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #276 holding.
  • Greykasell Wealth Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,811 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.