Heritage Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Heritage Wealth Advisors’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	$385K	Sell	2,624 -4,398	-63%	-$678K	0.02%	154
2025 Q4	$1.09M	Buy	7,022 +626	+10%	+$93.8K	0.04%	102
2025 Q3	$890K	Buy	6,396 +1,013	+19%	+$137K	0.04%	91
2025 Q2	$726K	Hold	5,383	–	–	0.03%	103
2025 Q1	$786K	Hold	5,383	–	–	0.04%	93
2024 Q4	$741K	Buy	5,383 +259	+5%	+$37.9K	0.04%	105
2024 Q3	$789K	Hold	5,124	–	–	0.04%	101
2024 Q2	$747K	Hold	5,124	–	–	0.03%	100
2024 Q1	$757K	Hold	5,124	–	–	0.03%	110
2023 Q4	$699K	Hold	5,124	–	–	0.03%	113
2023 Q3	$660K	Hold	5,124	–	–	0.04%	111
2023 Q2	$680K	Sell	5,124 -17	-0.3%	-$2.24K	0.04%	111
2023 Q1	$666K	Buy	5,141 +17	+0.3%	+$2.22K	0.04%	105
2022 Q4	$696K	Hold	5,124	–	–	0.04%	102
2022 Q3	$621K	Hold	5,124	–	–	0.05%	100
2022 Q2	$657K	Hold	5,124	–	–	0.05%	100
2022 Q1	$702K	Hold	5,124	–	–	0.04%	107
2021 Q4	$722K	Hold	5,124	–	–	0.04%	116
2021 Q3	$652K	Hold	5,124	–	–	0.04%	120
2021 Q2	$645K	Hold	5,124	–	–	0.04%	121
2021 Q1	$598K	Buy	5,124 +380	+8%	+$43.9K	0.04%	125
2020 Q4	$538K	Hold	4,744	–	–	0.03%	124
2020 Q3	$500K	Hold	4,744	–	–	0.06%	94
2020 Q2	$475K	Hold	4,744	–	–	0.07%	88
2020 Q1	$420K	Hold	4,744	–	–	0.08%	88
2019 Q4	$483K	Sell	4,744 -1,569	-25%	-$151K	0.06%	102
2019 Q3	$568K	Sell	6,313 -5,091	-45%	-$465K	0.08%	89
2019 Q2	$1.06M	Sell	11,404 -2,615	-19%	-$235K	0.16%	63
2019 Q1	$1.29M	Sell	14,019 -6,528	-32%	-$589K	0.21%	46
2018 Q4	$1.78M	Buy	+20,547	New	+$1.86M	0.35%	39

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

Heritage Wealth Advisors's XLV Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 63% in Q1 2026, selling an estimated $678K and leaving 2,624 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #154.

Heritage Wealth Advisors first reported a position in XLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.78M in Q4 2018. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Heritage Wealth Advisors held 2,624 shares of State Street Health Care Select Sector SPDR ETF worth $385K as of Q1 2026.
Heritage Wealth Advisors sold 4,398 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $678K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #154 holding.
Heritage Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Heritage Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.78M in Q4 2018.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.