Lake Hills Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lake Hills Wealth Management’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	–	Sell	-44,827	Closed	-$6.94M	–	80
2025 Q4	$6.94M	Buy	+44,827	New	+$6.71M	3.62%	8
2025 Q3	–	Sell	-90,806	Closed	-$12.2M	–	64
2025 Q2	$12.2M	Buy	+90,806	New	+$12.3M	7.01%	5
2025 Q1	–	Sell	-42,805	Closed	-$5.89M	–	73
2024 Q4	$5.89M	Buy	42,805 +20,269	+90%	+$2.97M	4.02%	6
2024 Q3	$3.47M	Sell	22,536 -844	-4%	-$128K	2.32%	15
2024 Q2	$3.41M	Buy	23,380 +2,679	+13%	+$384K	2.45%	15
2024 Q1	$3.06M	Sell	20,701 -1,758	-8%	-$252K	2.75%	13
2023 Q4	$3.06M	Sell	22,459 -33,223	-60%	-$4.32M	3.06%	14
2023 Q3	$7.17M	Buy	55,682 +17,978	+48%	+$2.39M	7.25%	4
2023 Q2	$5M	Buy	37,704 +17,945	+91%	+$2.37M	5.45%	4
2023 Q1	$2.56M	Buy	19,759 +3,706	+23%	+$484K	2.67%	12
2022 Q4	$2.18M	Buy	+16,053	New	+$2.13M	2.17%	14
2022 Q1	–	Sell	-35,408	Closed	-$4.99M	–	66
2021 Q4	$4.99M	Buy	+35,408	New	+$4.7M	3.53%	9

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

Lake Hills Wealth Management's XLV Position: Q1 2026 in Review

Lake Hills Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 44,827 shares — an estimated $6.94M sold.

Lake Hills Wealth Management first reported a position in XLV in Q4 2021 and held it in 12 quarters. The position peaked at $12.2M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Lake Hills Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Lake Hills Wealth Management sold 44,827 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $6.94M.
Lake Hills Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 12 quarters.
Lake Hills Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $12.2M in Q2 2025.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Lake Hills Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.