JSW
XLV icon

Journey Strategic Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Journey Strategic 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 		$1.1M Sell
7,481
-809
-10% -$125K 0.03% 168
2025
Q4 		$1.28M Sell
8,290
-95
-1% -$14.2K 0.03% 140
2025
Q3 		$1.17M Sell
8,385
-1,040
-11% -$141K 0.03% 144
2025
Q2 		$1.27M Sell
9,425
-46
-0.5% -$6.21K 0.04% 128
2025
Q1 		$1.38M Sell
9,471
-1,233
-12% -$179K 0.05% 100
2024
Q4 		$1.47M Sell
10,704
-3,369
-24% -$493K 0.06% 89
2024
Q3 		$2.17M Buy
14,073
+2,113
+18% +$320K 0.08% 67
2024
Q2 		$1.74M Sell
11,960
-1,737
-13% -$249K 0.07% 56
2024
Q1 		$2.02M Sell
13,697
-3,252
-19% -$467K 0.09% 45
2023
Q4 		$2.31M Buy
16,949
+3,929
+30% +$511K 0.11% 35
2023
Q3 		$1.68M Buy
13,020
+2,362
+22% +$314K 0.08% 41
2023
Q2 		$1.41M Sell
10,658
-1,141
-10% -$150K 0.06% 45
2023
Q1 		$1.53M Buy
11,799
+4,107
+53% +$536K 0.16% 40
2022
Q4 		$1.04M Buy
7,692
+3,885
+102% +$515K 0.12% 57
2022
Q3 		$461K Buy
+3,807
New +$490K 0.06% 73
2022
Q2 		– Sell
-10,428
Closed -$1.03M – 222
2022
Q1 		$1.03M Buy
+10,428
New +$1.38M 0.11% 27

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Journey Strategic Wealth's XLV Position: Q1 2026 in Review

Journey Strategic Wealth reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.8% in Q1 2026, selling an estimated $125K and leaving 7,481 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #168.

Journey Strategic Wealth first reported a position in XLV in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.31M in Q4 2023. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Journey Strategic Wealth held 7,481 shares of State Street Health Care Select Sector SPDR ETF worth $1.1M as of Q1 2026.
  • Journey Strategic Wealth sold 809 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $125K.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #168 holding.
  • Journey Strategic Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 16 quarters since.
  • Journey Strategic Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $2.31M in Q4 2023.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.