Horizon Family Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Horizon Family Wealth’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	$964K	Buy	6,576 +26	+0.4%	+$4.01K	0.51%	39
2025 Q4	$1.01M	Buy	6,550 +2,840	+77%	+$425K	0.54%	35
2025 Q3	$516K	Buy	3,710 +15	+0.4%	+$2.03K	0.3%	49
2025 Q2	$498K	Sell	3,695 -213	-5%	-$28.8K	0.3%	46
2025 Q1	$571K	Sell	3,908 -598	-13%	-$86.9K	0.38%	37
2024 Q4	$620K	Sell	4,506 -291	-6%	-$42.6K	0.41%	38
2024 Q3	$739K	Sell	4,797 -425	-8%	-$64.4K	0.53%	31
2024 Q2	$761K	Buy	5,222 +18	+0.3%	+$2.58K	0.58%	29
2024 Q1	$769K	Sell	5,204 -1,704	-25%	-$244K	0.59%	30
2023 Q4	$942K	Sell	6,908 -4,095	-37%	-$533K	0.79%	22
2023 Q3	$1.42M	Sell	11,003 -4,094	-27%	-$544K	1.37%	15
2023 Q2	$2M	Buy	15,097 +2,081	+16%	+$274K	1.92%	12
2023 Q1	$1.69M	Sell	13,016 -1,208	-8%	-$158K	1.78%	12
2022 Q4	$1.93M	Sell	14,224 -4,823	-25%	-$639K	2.23%	12
2022 Q3	$2.31M	Buy	19,047 +9	+0%	+$1.16K	2.82%	9
2022 Q2	$2.44M	Sell	19,038 -212	-1%	-$27.8K	2.84%	10
2022 Q1	$2.64M	Sell	19,250 -4,130	-18%	-$547K	2.61%	10
2021 Q4	$3.29M	Buy	+23,380	New	+$3.1M	3.36%	8

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

Horizon Family Wealth's XLV Position: Q1 2026 in Review

Horizon Family Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.4% in Q1 2026, buying an estimated $4.01K and bringing the position to 6,576 shares worth $964K. The position accounts for 0.51% of the portfolio, ranked #39.

Horizon Family Wealth first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.29M in Q4 2021. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Horizon Family Wealth held 6,576 shares of State Street Health Care Select Sector SPDR ETF worth $964K as of Q1 2026.
Horizon Family Wealth bought 26 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $4.01K.
State Street Health Care Select Sector SPDR ETF made up 0.51% of Horizon Family Wealth's portfolio in Q1 2026, its #39 holding.
Horizon Family Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Horizon Family Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $3.29M in Q4 2021.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.