Knollwood Investment Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Knollwood Investment Advisory’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	$2.76M	Hold	18,830	–	–	0.28%	76
2025 Q4	$2.91M	Hold	18,830	–	–	0.27%	75
2025 Q3	$2.62M	Hold	18,830	–	–	0.24%	91
2025 Q2	$2.54M	Hold	18,830	–	–	0.24%	101
2025 Q1	$2.75M	Hold	18,830	–	–	0.3%	81
2024 Q4	$2.59M	Hold	18,830	–	–	0.27%	93
2024 Q3	$2.9M	Hold	18,830	–	–	0.31%	81
2024 Q2	$2.74M	Hold	18,830	–	–	0.31%	78
2024 Q1	$2.78M	Hold	18,830	–	–	0.5%	43
2023 Q4	$2.57M	Hold	18,830	–	–	0.53%	43
2023 Q3	$2.42M	Hold	18,830	–	–	1.13%	32
2023 Q2	$2.5M	Hold	18,830	–	–	0.84%	38
2023 Q1	$2.44M	Hold	18,830	–	–	0.47%	43
2022 Q4	$2.56M	Buy	+18,830	New	+$2.5M	1%	31

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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Knollwood Investment Advisory's XLV Position: Q1 2026 in Review

Knollwood Investment Advisory held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 18,830 shares worth $2.76M. The position accounts for 0.28% of the portfolio, ranked #76.

Knollwood Investment Advisory first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.91M in Q4 2025. 1,811 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Knollwood Investment Advisory held 18,830 shares of State Street Health Care Select Sector SPDR ETF worth $2.76M as of Q1 2026.
Knollwood Investment Advisory 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 0.28% of Knollwood Investment Advisory's portfolio in Q1 2026, its #76 holding.
Knollwood Investment Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Knollwood Investment Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $2.91M in Q4 2025.
1,811 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.