LEA
XLV icon

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

Legacy Edge Advisors’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
-1,323
Closed -$205K – 233
2025
Q4 		$205K Buy
+1,323
New +$198K 0.02% 212

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Legacy Edge Advisors's XLV Position: Q1 2026 in Review

Legacy Edge Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 1,323 shares — an estimated $205K sold.

Legacy Edge Advisors first reported a position in XLV in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 1,811 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Legacy Edge Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 1,323 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $205K.
  • Legacy Edge Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Legacy Edge Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $205K 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 Legacy Edge Advisors's 13F filing for Q1 2026, filed 11 May 2026.