Legacy Bridge’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Legacy Bridge’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	$19.4K	Hold	132	–	–	0.01%	251
2025 Q4	$20.4K	Hold	132	–	–	0.01%	253
2025 Q3	$18.4K	Hold	132	–	–	0.01%	241
2025 Q2	$17.8K	Hold	132	–	–	0.01%	232
2025 Q1	$19.3K	Hold	132	–	–	0.01%	224
2024 Q4	$18.2K	Hold	132	–	–	0.01%	237
2024 Q3	$20.3K	Hold	132	–	–	0.01%	233
2024 Q2	$19.2K	Hold	132	–	–	0.01%	224
2024 Q1	$19.5K	Hold	132	–	–	0.01%	237
2023 Q4	$18K	Hold	132	–	–	0.01%	233
2023 Q3	$17K	Hold	132	–	–	0.01%	232
2023 Q2	$17.5K	Hold	132	–	–	0.01%	234
2023 Q1	$17.1K	Hold	132	–	–	0.01%	234
2022 Q4	$17.9K	Hold	132	–	–	0.01%	232
2022 Q3	$16K	Hold	132	–	–	0.01%	222
2022 Q2	$17K	Hold	132	–	–	0.01%	227
2022 Q1	$18K	Hold	132	–	–	0.01%	235
2021 Q4	$19K	Hold	132	–	–	0.01%	242
2021 Q3	$17K	Hold	132	–	–	0.01%	243
2021 Q2	$17K	Hold	132	–	–	0.01%	244
2021 Q1	$15K	Hold	132	–	–	0.01%	245
2020 Q4	$15K	Hold	132	–	–	0.01%	239
2020 Q3	$14K	Hold	132	–	–	0.01%	230
2020 Q2	$13K	Hold	132	–	–	0.01%	234
2020 Q1	$12K	Buy	132 +78	+144%	+$7.58K	0.02%	226
2019 Q4	$6K	Buy	+54	New	+$5.19K	0.01%	270

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

Legacy Bridge's XLV Position: Q1 2026 in Review

Legacy Bridge held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 132 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #251.

Legacy Bridge first reported a position in XLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.4K in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Legacy Bridge held 132 shares of State Street Health Care Select Sector SPDR ETF worth $19.4K as of Q1 2026.
Legacy Bridge 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 0.01% of Legacy Bridge's portfolio in Q1 2026, its #251 holding.
Legacy Bridge first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Legacy Bridge's State Street Health Care Select Sector SPDR ETF position peaked at $20.4K 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 Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.