Journey Advisory Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Journey Advisory Group’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	$7.93M	Buy	54,121 +7,848	+17%	+$1.21M	0.68%	39
2025 Q4	$7.16M	Buy	46,273 +41,858	+948%	+$6.27M	0.6%	45
2025 Q3	$614K	Sell	4,415 -24	-0.5%	-$3.25K	0.05%	176
2025 Q2	$598K	Buy	4,439 +1,200	+37%	+$162K	0.05%	191
2025 Q1	$473K	Sell	3,239 -341	-10%	-$49.5K	0.04%	197
2024 Q4	$522K	Hold	3,580	–	–	0.06%	151
2024 Q3	$522K	Hold	3,580	–	–	0.06%	151
2024 Q2	$522K	Sell	3,580 -1,100	-24%	-$158K	0.06%	150
2024 Q1	$691K	Sell	4,680 -150	-3%	-$21.5K	0.09%	136
2023 Q4	$659K	Sell	4,830 -1,888	-28%	-$246K	0.09%	129
2023 Q3	$865K	Buy	6,718 +1,248	+23%	+$166K	0.13%	117
2023 Q2	$726K	Buy	5,470 +471	+9%	+$62.1K	0.11%	124
2023 Q1	$647K	Sell	4,999 -532	-10%	-$69.5K	0.1%	136
2022 Q4	$751K	Buy	5,531 +458	+9%	+$60.7K	0.19%	105
2022 Q3	$614K	Sell	5,073 -2,350	-32%	-$303K	0.16%	126
2022 Q2	$976K	Buy	7,423 +3,060	+70%	+$401K	0.22%	96
2022 Q1	$598K	Buy	4,363 +12	+0.3%	+$1.59K	0.15%	123
2021 Q4	$613K	Buy	4,351 +650	+18%	+$86.3K	0.17%	114
2021 Q3	$471K	Buy	3,701 +1,300	+54%	+$172K	0.15%	119
2021 Q2	$302K	Sell	2,401 -53	-2%	-$6.5K	0.1%	162
2021 Q1	$286K	Buy	2,454 +56	+2%	+$6.46K	0.1%	154
2020 Q4	$272K	Buy	+2,398	New	+$262K	0.1%	148

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

Journey Advisory Group's XLV Position: Q1 2026 in Review

Journey Advisory Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 17% in Q1 2026, buying an estimated $1.21M and bringing the position to 54,121 shares worth $7.93M. The position accounts for 0.68% of the portfolio, ranked #39.

Journey Advisory Group first reported a position in XLV in Q4 2020 and has held it in 22 quarters since. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Journey Advisory Group held 54,121 shares of State Street Health Care Select Sector SPDR ETF worth $7.93M as of Q1 2026.
Journey Advisory Group bought 7,848 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.21M.
State Street Health Care Select Sector SPDR ETF made up 0.68% of Journey Advisory Group's portfolio in Q1 2026, its #39 holding.
Journey Advisory Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 22 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 Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.