Helium Advisors’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
$1.84M Sell
12,534
-1,713
-12% -$264K 1.75% 13
2025
Q4
$2.21M Sell
14,247
-3,117
-18% -$467K 2.23% 11
2025
Q3
$2.42M Sell
17,364
-4,944
-22% -$669K 2.02% 13
2025
Q2
$3.01M Buy
22,308
+17,292
+345% +$2.34M 1.9% 12
2025
Q1
$732K Buy
5,016
+1,183
+31% +$172K 0.53% 34
2024
Q4
$527K Buy
+3,833
New +$561K 0.42% 46

Other funds holding XLV

Helium Advisors's XLV Position: Q1 2026 in Review

Helium Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q1 2026, selling an estimated $264K and leaving 12,534 shares worth $1.84M. The position accounts for 1.75% of the portfolio, ranked #13.

Helium Advisors first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.01M in Q2 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Helium Advisors held 12,534 shares of State Street Health Care Select Sector SPDR ETF worth $1.84M as of Q1 2026.
  • Helium Advisors sold 1,713 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $264K.
  • State Street Health Care Select Sector SPDR ETF made up 1.75% of Helium Advisors's portfolio in Q1 2026, its #13 holding.
  • Helium Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Helium Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.01M in Q2 2025.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.