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

IHT 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	$15.7M	Sell	107,338 -36,682	-25%	-$5.66M	0.37%	62
2025 Q4	$22.3M	Buy	144,020 +21,757	+18%	+$3.26M	0.54%	31
2025 Q3	$17M	Sell	122,263 -1,987	-2%	-$269K	0.43%	49
2025 Q2	$16.7M	Buy	124,250 +395	+0.3%	+$53.3K	0.46%	43
2025 Q1	$18.1M	Buy	123,855 +4,298	+4%	+$624K	0.56%	35
2024 Q4	$16.4M	Sell	119,557 -14,122	-11%	-$2.07M	0.53%	35
2024 Q3	$20.6M	Buy	133,679 +39,131	+41%	+$5.93M	0.58%	25
2024 Q2	$13.8M	Buy	94,548 +2,386	+3%	+$342K	0.51%	33
2024 Q1	$13.6M	Buy	92,162 +84	+0.1%	+$12.1K	0.55%	30
2023 Q4	$12.6M	Sell	92,078 -19,872	-18%	-$2.59M	0.56%	31
2023 Q3	$14.4M	Sell	111,950 -495	-0.4%	-$65.7K	0.73%	24
2023 Q2	$14.9M	Buy	112,445 +23,527	+26%	+$3.1M	0.78%	22
2023 Q1	$11.5M	Sell	88,918 -4,230	-5%	-$553K	0.66%	24
2022 Q4	$12.7M	Buy	93,148 +15,270	+20%	+$2.02M	0.8%	18
2022 Q3	$9.43M	Buy	77,878 +21,825	+39%	+$2.81M	0.72%	17
2022 Q2	$7.19M	Buy	56,053 +5,683	+11%	+$745K	0.63%	25
2022 Q1	$6.9M	Sell	50,370 -10,004	-17%	-$1.32M	0.52%	35
2021 Q4	$8.51M	Buy	60,374 +1,846	+3%	+$245K	0.63%	26
2021 Q3	$7.45M	Buy	58,528 +1,907	+3%	+$252K	0.61%	29
2021 Q2	$7.13M	Buy	56,621 +3,540	+7%	+$434K	0.45%	40
2021 Q1	$6.2M	Buy	53,081 +2,879	+6%	+$332K	0.45%	43
2020 Q4	$5.7M	Buy	50,202 +3,726	+8%	+$407K	0.47%	36
2020 Q3	$4.9M	Sell	46,476 -9,681	-17%	-$1.02M	0.49%	32
2020 Q2	$5.62M	Buy	56,157 +13,817	+33%	+$1.36M	0.77%	18
2020 Q1	$3.75M	Buy	42,340 +17,454	+70%	+$1.7M	0.54%	38
2019 Q4	$2.54M	Sell	24,886 -1,748	-7%	-$168K	0.3%	77
2019 Q3	$2.4M	Buy	26,634 +4,396	+20%	+$401K	0.33%	68
2019 Q2	$2.06M	Buy	22,238 +37	+0.2%	+$3.33K	0.3%	80
2019 Q1	$2.04M	Buy	22,201 +3,833	+21%	+$346K	0.34%	72
2018 Q4	$1.59M	Buy	18,368 +1,278	+7%	+$116K	0.31%	90
2018 Q3	$1.63M	Buy	17,090 +1,710	+11%	+$154K	0.35%	71
2018 Q2	$1.28M	Buy	15,380 +1,799	+13%	+$149K	0.33%	83
2018 Q1	$1.08M	Sell	13,581 -213	-2%	-$18.1K	0.29%	81
2017 Q4	$1.17M	Buy	13,794 +153	+1%	+$12.6K	0.31%	84
2017 Q3	$1.12M	Buy	13,641 +349	+3%	+$28K	0.48%	48
2017 Q2	$30	Buy	13,292 +3,816	+40%	+$291K	0.01%	662
2017 Q1	$703K	Buy	9,476 +93	+1%	+$6.78K	0.47%	48
2016 Q4	$655K	Buy	+9,383	New	+$651K	0.5%	48

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

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

IHT Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 25% in Q1 2026, selling an estimated $5.66M and leaving 107,338 shares worth $15.7M. The position accounts for 0.37% of the portfolio, ranked #62.

IHT Wealth Management first reported a position in XLV in Q4 2016 and has held it in 38 quarters since. The position peaked at $22.3M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

IHT Wealth Management held 107,338 shares of State Street Health Care Select Sector SPDR ETF worth $15.7M as of Q1 2026.
IHT Wealth Management sold 36,682 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $5.66M.
State Street Health Care Select Sector SPDR ETF made up 0.37% of IHT Wealth Management's portfolio in Q1 2026, its #62 holding.
IHT Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
IHT Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $22.3M in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.