Legacy Capital Group California’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Legacy Capital Group California’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	$454K	Buy	3,097 +86	+3%	+$13.3K	0.17%	185
2025 Q4	$466K	Buy	3,011 +395	+15%	+$59.2K	0.11%	222
2025 Q3	$364K	Sell	2,616 -25	-0.9%	-$3.38K	0.09%	259
2025 Q2	$356K	Sell	2,641 -1,769	-40%	-$239K	0.1%	233
2025 Q1	$644K	Buy	4,410 +1,975	+81%	+$287K	0.22%	122
2024 Q4	$335K	Buy	2,435 +181	+8%	+$26.5K	0.1%	230
2024 Q3	$347K	Buy	2,254 +711	+46%	+$108K	0.12%	205
2024 Q2	$225K	Buy	+1,543	New	+$221K	0.08%	278

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 Capital Group California's XLV Position: Q1 2026 in Review

Legacy Capital Group California increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.9% in Q1 2026, buying an estimated $13.3K and bringing the position to 3,097 shares worth $454K. The position accounts for 0.17% of the portfolio, ranked #185.

Legacy Capital Group California first reported a position in XLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $644K in Q1 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Legacy Capital Group California held 3,097 shares of State Street Health Care Select Sector SPDR ETF worth $454K as of Q1 2026.
Legacy Capital Group California bought 86 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $13.3K.
State Street Health Care Select Sector SPDR ETF made up 0.17% of Legacy Capital Group California's portfolio in Q1 2026, its #185 holding.
Legacy Capital Group California first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Legacy Capital Group California's State Street Health Care Select Sector SPDR ETF position peaked at $644K in Q1 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 Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.