JTC Employer Solutions Trustee’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

JTC Employer Solutions Trustee’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	$792K	Hold	5,400	–	–	0.07%	68
2025 Q4	$836K	Hold	5,400	–	–	0.06%	75
2025 Q3	$752K	Hold	5,400	–	–	0.06%	68
2025 Q2	$728K	Hold	5,400	–	–	0.07%	67
2025 Q1	$788K	Hold	5,400	–	–	0.06%	65
2024 Q4	$741K	Hold	5,400	–	–	0.05%	69
2024 Q3	$832K	Hold	5,400	–	–	0.05%	62
2024 Q2	$787K	Sell	5,400 -190	-3%	-$27.3K	0.05%	63
2024 Q1	$826K	Hold	5,590	–	–	0.05%	67
2023 Q4	$762K	Hold	5,590	–	–	0.07%	68
2023 Q3	$719K	Hold	5,590	–	–	0.07%	65
2023 Q2	$742K	Hold	5,590	–	–	0.07%	62
2023 Q1	$724K	Hold	5,590	–	–	0.08%	62
2022 Q4	$760K	Hold	5,590	–	–	0.07%	65
2022 Q3	$677K	Hold	5,590	–	–	0.11%	55
2022 Q2	$717K	Hold	5,590	–	–	0.09%	50
2022 Q1	$765K	Hold	5,590	–	–	0.08%	54
2021 Q4	$788K	Buy	5,590 +190	+4%	+$25.2K	0.1%	55
2021 Q3	$687K	Hold	5,400	–	–	0.09%	59
2021 Q2	$680K	Buy	+5,400	New	+$662K	0.1%	44

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

JTC Employer Solutions Trustee's XLV Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 5,400 shares worth $792K. The position accounts for 0.07% of the portfolio, ranked #68.

JTC Employer Solutions Trustee first reported a position in XLV in Q2 2021 and has held it in 20 quarters since. The position peaked at $836K in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

JTC Employer Solutions Trustee held 5,400 shares of State Street Health Care Select Sector SPDR ETF worth $792K as of Q1 2026.
JTC Employer Solutions Trustee left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.07% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #68 holding.
JTC Employer Solutions Trustee first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's State Street Health Care Select Sector SPDR ETF position peaked at $836K 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 JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.