Insight Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Insight Wealth Partners’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	$732K	Sell	4,996 -36	-0.7%	-$5.55K	0.1%	70
2025 Q4	$779K	Sell	5,032 -90	-2%	-$13.5K	0.11%	67
2025 Q3	$713K	Buy	5,122 +297	+6%	+$40.2K	0.22%	66
2025 Q2	$650K	Sell	4,825 -37	-0.8%	-$5K	0.25%	59
2025 Q1	$710K	Sell	4,862 -264	-5%	-$38.4K	0.12%	59
2024 Q4	$705K	Sell	5,126 -380	-7%	-$55.6K	0.1%	56
2024 Q3	$848K	Buy	5,506 +2,718	+97%	+$412K	0.17%	47
2024 Q2	$406K	Buy	2,788 +758	+37%	+$109K	0.07%	69
2024 Q1	$300K	Buy	+2,030	New	+$291K	0.05%	76

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

Insight Wealth Partners's XLV Position: Q1 2026 in Review

Insight Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.72% in Q1 2026, selling an estimated $5.55K and leaving 4,996 shares worth $732K. The position accounts for 0.1% of the portfolio, ranked #70.

Insight Wealth Partners first reported a position in XLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $848K in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Insight Wealth Partners held 4,996 shares of State Street Health Care Select Sector SPDR ETF worth $732K as of Q1 2026.
Insight Wealth Partners sold 36 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $5.55K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Insight Wealth Partners's portfolio in Q1 2026, its #70 holding.
Insight Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Insight Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $848K in Q3 2024.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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