HighMark Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

HighMark Wealth Management’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	$32.6K	Buy	222 +1	+0.5%	+$154	0.01%	192
2025 Q4	$34.3K	Hold	221	–	–	0.01%	199
2025 Q3	$30.7K	Buy	221 +149	+207%	+$20.2K	0.01%	199
2025 Q2	$9.64K	Buy	72 +1	+1%	+$135	﹤0.01%	316
2025 Q1	$10.4K	Hold	71	–	–	0.01%	281
2024 Q4	$9.75K	Hold	71	–	–	0.01%	291
2024 Q3	$10.9K	Buy	71 +1	+1%	+$152	0.01%	279
2024 Q2	$10.2K	Sell	70 -22	-24%	-$3.16K	0.01%	274
2024 Q1	$18.7K	Sell	92 -59	-39%	-$8.46K	0.01%	205
2023 Q4	$20.6K	Hold	151	–	–	0.02%	189
2023 Q3	$19.4K	Buy	151 +1	+0.7%	+$133	0.02%	181
2023 Q2	$19.9K	Hold	150	–	–	0.02%	187
2023 Q1	$19.5K	Hold	150	–	–	0.02%	212
2022 Q4	$20.4K	Sell	150 -5	-3%	-$663	0.02%	168
2022 Q3	$19K	Buy	155 +28	+22%	+$3.61K	0.02%	172
2022 Q2	$16K	Buy	127 +1	+0.8%	+$131	0.01%	193
2022 Q1	$17K	Hold	126	–	–	0.01%	200
2021 Q4	$18K	Buy	126 +1	+0.8%	+$133	0.01%	188
2021 Q3	$16K	Hold	125	–	–	0.01%	204
2021 Q2	$16K	Buy	125 +8	+7%	+$980	0.01%	209
2021 Q1	$14K	Hold	117	–	–	0.01%	198
2020 Q4	$13K	Buy	117 +1	+0.9%	+$109	0.01%	198
2020 Q3	$12K	Hold	116	–	–	0.01%	206
2020 Q2	$12K	Buy	116 +1	+0.9%	+$99	0.01%	180
2020 Q1	$10K	Buy	115 +1	+0.9%	+$97	0.01%	153
2019 Q4	$11K	Buy	+114	New	+$11K	0.01%	204

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

HighMark Wealth Management's XLV Position: Q1 2026 in Review

HighMark Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.45% in Q1 2026, buying an estimated $154 and bringing the position to 222 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #192.

HighMark Wealth Management first reported a position in XLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $34.3K in Q4 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

HighMark Wealth Management held 222 shares of State Street Health Care Select Sector SPDR ETF worth $32.6K as of Q1 2026.
HighMark Wealth Management bought 1 State Street Health Care Select Sector SPDR ETF share in Q1 2026, an estimated $154.
State Street Health Care Select Sector SPDR ETF made up 0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #192 holding.
HighMark Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
HighMark Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $34.3K in Q4 2025.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.