Leigh Baldwin & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Leigh Baldwin & Co’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	$231K	Sell	1,574 -234	-13%	-$36.1K	0.15%	143
2025 Q4	$280K	Sell	1,808 -324	-15%	-$48.5K	0.18%	123
2025 Q3	$297K	Sell	2,132 -356	-14%	-$48.2K	0.17%	144
2025 Q2	$335K	Sell	2,488 -77	-3%	-$10.4K	0.22%	116
2025 Q1	$375K	Buy	2,565 +502	+24%	+$72.9K	0.3%	95
2024 Q4	$284K	Buy	+2,063	New	+$302K	0.24%	121

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

Leigh Baldwin & Co's XLV Position: Q1 2026 in Review

Leigh Baldwin & Co reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q1 2026, selling an estimated $36.1K and leaving 1,574 shares worth $231K. The position accounts for 0.15% of the portfolio, ranked #143.

Leigh Baldwin & Co first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $375K in Q1 2025. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Leigh Baldwin & Co held 1,574 shares of State Street Health Care Select Sector SPDR ETF worth $231K as of Q1 2026.
Leigh Baldwin & Co sold 234 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $36.1K.
State Street Health Care Select Sector SPDR ETF made up 0.15% of Leigh Baldwin & Co's portfolio in Q1 2026, its #143 holding.
Leigh Baldwin & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Leigh Baldwin & Co's State Street Health Care Select Sector SPDR ETF position peaked at $375K in Q1 2025.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.