Lyell Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lyell Wealth Management’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	$8.02M	Buy	54,732 +11,322	+26%	+$1.75M	0.59%	55
2025 Q4	$6.72M	Buy	43,410 +9,265	+27%	+$1.39M	0.49%	64
2025 Q3	$4.75M	Sell	34,145 -1,476	-4%	-$200K	0.35%	70
2025 Q2	$4.8M	Sell	35,621 -1,041	-3%	-$141K	0.38%	70
2025 Q1	$5.35M	Buy	36,662 +7,144	+24%	+$1.04M	0.5%	67
2024 Q4	$4.06M	Sell	29,518 -2,452	-8%	-$359K	0.36%	70
2024 Q3	$4.92M	Buy	31,970 +6,427	+25%	+$974K	0.45%	69
2024 Q2	$3.72M	Buy	25,543 +2,490	+11%	+$357K	0.36%	77
2024 Q1	$3.41M	Buy	23,053 +1,290	+6%	+$185K	0.35%	82
2023 Q4	$2.97M	Sell	21,763 -1,513	-7%	-$197K	0.34%	79
2023 Q3	$3M	Sell	23,276 -1,284	-5%	-$170K	0.4%	76
2023 Q2	$3.26M	Sell	24,560 -2,495	-9%	-$329K	0.42%	77
2023 Q1	$3.5M	Sell	27,055 -1,043	-4%	-$136K	0.49%	70
2022 Q4	$3.82M	Buy	28,098 +2,260	+9%	+$299K	0.6%	61
2022 Q3	$3.13M	Buy	25,838 +876	+4%	+$113K	0.53%	68
2022 Q2	$3.2M	Buy	24,962 +3,707	+17%	+$486K	0.52%	70
2022 Q1	$2.91M	Sell	21,255 -236	-1%	-$31.2K	0.37%	79
2021 Q4	$3.03M	Buy	21,491 +1,050	+5%	+$139K	0.35%	72
2021 Q3	$2.6M	Buy	20,441 +1,575	+8%	+$208K	0.32%	78
2021 Q2	$2.38M	Buy	18,866 +2,660	+16%	+$326K	0.29%	79
2021 Q1	$1.89M	Buy	16,206 +1,288	+9%	+$149K	0.28%	78
2020 Q4	$1.69M	Sell	14,918 -12	-0.1%	-$1.31K	0.27%	74
2020 Q3	$1.57M	Sell	14,930 -540	-3%	-$56.8K	0.3%	72
2020 Q2	$1.55M	Buy	15,470 +10	+0.1%	+$987	0.34%	67
2020 Q1	$1.37M	Buy	15,460 +1,405	+10%	+$136K	0.41%	66
2019 Q4	$1.44M	Sell	14,055 -1,849	-12%	-$178K	0.38%	64
2019 Q3	$1.43M	Sell	15,904 -2,422	-13%	-$221K	0.43%	62
2019 Q2	$1.7M	Sell	18,326 -3,793	-17%	-$341K	0.51%	57
2019 Q1	$2.03M	Sell	22,119 -500	-2%	-$45.1K	0.68%	51
2018 Q4	$1.96M	Buy	22,619 +3,475	+18%	+$315K	0.82%	45
2018 Q3	$1.82M	Buy	19,144 +4,955	+35%	+$448K	0.61%	56
2018 Q2	$1.18M	Sell	14,189 -200	-1%	-$16.6K	0.43%	66
2018 Q1	$1.17M	Buy	14,389 +1,617	+13%	+$138K	0.43%	66
2017 Q4	$1.06M	Sell	12,772 -580	-4%	-$47.8K	0.42%	65
2017 Q3	$1.09M	Buy	13,352 +3,822	+40%	+$307K	0.47%	63
2017 Q2	$755K	Buy	9,530 +4,635	+95%	+$353K	0.37%	68
2017 Q1	$364K	Buy	+4,895	New	+$357K	0.2%	82

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

Lyell Wealth Management's XLV Position: Q1 2026 in Review

Lyell Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 26% in Q1 2026, buying an estimated $1.75M and bringing the position to 54,732 shares worth $8.02M. The position accounts for 0.59% of the portfolio, ranked #55.

Lyell Wealth Management first reported a position in XLV in Q1 2017 and has held it in 37 quarters since. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Lyell Wealth Management held 54,732 shares of State Street Health Care Select Sector SPDR ETF worth $8.02M as of Q1 2026.
Lyell Wealth Management bought 11,322 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.75M.
State Street Health Care Select Sector SPDR ETF made up 0.59% of Lyell Wealth Management's portfolio in Q1 2026, its #55 holding.
Lyell Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 37 quarters since.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.