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Legacy Wealth Management (Idaho)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Legacy Wealth Management (Idaho)’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 		$9.68K Sell
66
-20
-23% -$3.08K ﹤0.01% 495
2025
Q4 		$13.3K Sell
86
-22
-20% -$3.29K 0.01% 380
2025
Q3 		$15K Buy
108
+42
+64% +$5.68K 0.01% 299
2025
Q2 		$8.9K Sell
66
-63
-49% -$8.51K ﹤0.01% 332
2025
Q1 		$18.8K Buy
129
+63
+95% +$9.15K 0.01% 257
2024
Q4 		$9.66K Sell
66
-150
-69% -$22K 0.01% 293
2024
Q3 		$31.7K Buy
+216
New +$32.7K 0.02% 154

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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Wealth Management (Idaho)'s XLV Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 23% in Q1 2026, selling an estimated $3.08K and leaving 66 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Legacy Wealth Management (Idaho) first reported a position in XLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $31.7K in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 66 shares of State Street Health Care Select Sector SPDR ETF worth $9.68K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 20 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $3.08K.
  • State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #495 holding.
  • Legacy Wealth Management (Idaho) first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s State Street Health Care Select Sector SPDR ETF position peaked at $31.7K in Q3 2024.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.