Leo Wealth LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Leo Wealth LLC’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	$396K	Buy	2,701 +983	+57%	+$152K	0.03%	304
2025 Q4	$266K	Buy	+1,718	New	+$257K	0.02%	367
2025 Q3	–	Sell	-1,975	Closed	-$266K	–	401
2025 Q2	$266K	Buy	1,975 +33	+2%	+$4.46K	0.02%	328
2025 Q1	$284K	Buy	+1,942	New	+$282K	0.04%	226

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Leo Wealth LLC's XLV Position: Q1 2026 in Review

Leo Wealth LLC increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 57% in Q1 2026, buying an estimated $152K and bringing the position to 2,701 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #304.

Leo Wealth LLC first reported a position in XLV in Q1 2025 and has held it in 4 quarters since. 1,813 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Leo Wealth LLC held 2,701 shares of State Street Health Care Select Sector SPDR ETF worth $396K as of Q1 2026.
Leo Wealth LLC bought 983 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $152K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #304 holding.
Leo Wealth LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
1,813 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.