LPL Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-20,000
Closed -$3.1M 6177
2025
Q4
$3.1M Buy
+20,000
New +$3M ﹤0.01% 2984

Other funds holding XLV

LPL Financial's XLV Position: Q1 2026 in Review

LPL Financial reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.5% in Q1 2026, selling an estimated $35.5M and leaving 6,333,092 shares worth $928M. The position accounts for 0.25% of the portfolio, ranked #78.

LPL Financial first reported a position in XLV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.03B in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • LPL Financial held 6,333,092 shares of State Street Health Care Select Sector SPDR ETF worth $928M as of Q1 2026.
  • LPL Financial sold 230,221 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $35.5M.
  • State Street Health Care Select Sector SPDR ETF made up 0.25% of LPL Financial's portfolio in Q1 2026, its #78 holding.
  • LPL Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's State Street Health Care Select Sector SPDR ETF position peaked at $1.03B 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.