Holistic Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Holistic Planning’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	$1.57M	Buy	10,701 +731	+7%	+$113K	0.31%	69
2025 Q4	$1.54M	Buy	9,970 +2,268	+29%	+$340K	0.33%	65
2025 Q3	$1.07M	Buy	7,702 +379	+5%	+$51.3K	0.28%	69
2025 Q2	$987K	Buy	7,323 +736	+11%	+$99.4K	0.28%	70
2025 Q1	$962K	Buy	6,587 +342	+5%	+$49.7K	0.33%	63
2024 Q4	$859K	Buy	6,245 +4,817	+337%	+$705K	0.31%	64
2024 Q3	$220K	Buy	+1,428	New	+$216K	0.09%	144

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

Holistic Planning's XLV Position: Q1 2026 in Review

Holistic Planning increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.3% in Q1 2026, buying an estimated $113K and bringing the position to 10,701 shares worth $1.57M. The position accounts for 0.31% of the portfolio, ranked #69.

Holistic Planning first reported a position in XLV in Q3 2024 and has held it in 7 quarters since. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Holistic Planning held 10,701 shares of State Street Health Care Select Sector SPDR ETF worth $1.57M as of Q1 2026.
Holistic Planning bought 731 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $113K.
State Street Health Care Select Sector SPDR ETF made up 0.31% of Holistic Planning's portfolio in Q1 2026, its #69 holding.
Holistic Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.