LL
XLV icon

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

LPWM 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 		$959K Buy
6,539
+378
+6% +$58.3K 0.24% 43
2025
Q4 		$954K Buy
6,161
+1,108
+22% +$166K 0.24% 43
2025
Q3 		$703K Buy
5,053
+50
+1% +$6.77K 0.19% 49
2025
Q2 		$674K Buy
5,003
+93
+2% +$12.6K 0.2% 47
2025
Q1 		$717K Buy
4,910
+230
+5% +$33.4K 0.23% 43
2024
Q4 		$644K Hold
4,680
– – 0.21% 46
2024
Q3 		$709K Sell
4,680
-415
-8% -$62.9K 0.23% 43
2024
Q2 		$735K Buy
5,095
+900
+21% +$129K 0.25% 42
2024
Q1 		$594K Sell
4,195
-65
-2% -$9.32K 0.22% 44
2023
Q4 		$593K Buy
4,260
+790
+23% +$103K 0.23% 42
2023
Q3 		$446K Sell
3,470
-120
-3% -$15.9K 0.2% 42
2023
Q2 		$473K Buy
3,590
+180
+5% +$23.7K 0.21% 42
2023
Q1 		$441K Buy
3,410
+491
+17% +$64.1K 0.21% 42
2022
Q4 		$393K Hold
2,919
– – 0.21% 41
2022
Q3 		$354K Hold
2,919
– – 0.21% 42
2022
Q2 		$382K Hold
2,919
– – 0.21% 40
2022
Q1 		$414K Buy
2,919
+791
+37% +$105K 0.21% 43
2021
Q4 		$300K Buy
2,128
+11
+0.5% +$1.46K 0.16% 54
2021
Q3 		$270K Hold
2,117
– – 0.16% 50
2021
Q2 		$272K Sell
2,117
-67
-3% -$8.21K 0.16% 51
2021
Q1 		$254K Buy
2,184
+401
+22% +$46.3K 0.17% 49
2020
Q4 		$202K Buy
+1,783
New +$195K 0.15% 53

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

LPWM LLC's XLV Position: Q1 2026 in Review

LPWM LLC increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.1% in Q1 2026, buying an estimated $58.3K and bringing the position to 6,539 shares worth $959K. The position accounts for 0.24% of the portfolio, ranked #43.

LPWM LLC first reported a position in XLV in Q4 2020 and has held it in 22 quarters since. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • LPWM LLC held 6,539 shares of State Street Health Care Select Sector SPDR ETF worth $959K as of Q1 2026.
  • LPWM LLC bought 378 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $58.3K.
  • State Street Health Care Select Sector SPDR ETF made up 0.24% of LPWM LLC's portfolio in Q1 2026, its #43 holding.
  • LPWM LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.