M3 Advisory Group’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
$1.78M Buy
12,162
+113
+0.9% +$17.4K 1.1% 22
2025
Q4
$1.87M Buy
12,049
+176
+1% +$26.4K 1.14% 21
2025
Q3
$1.65M Buy
11,873
+191
+2% +$25.8K 1.03% 24
2025
Q2
$1.57M Sell
11,682
-481
-4% -$65K 1.09% 21
2025
Q1
$1.78M Buy
12,163
+18
+0.1% +$2.62K 1.4% 18
2024
Q4
$1.67M Sell
12,145
-163
-1% -$23.9K 1.2% 20
2024
Q3
$1.9M Buy
12,308
+430
+4% +$65.2K 1.39% 18
2024
Q2
$1.73M Buy
11,878
+686
+6% +$98.4K 1.43% 18
2024
Q1
$1.65M Buy
11,192
+722
+7% +$104K 1.5% 17
2023
Q4
$1.43M Buy
+10,470
New +$1.36M 1.67% 17

Other funds holding XLV

M3 Advisory Group's XLV Position: Q1 2026 in Review

M3 Advisory Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.94% in Q1 2026, buying an estimated $17.4K and bringing the position to 12,162 shares worth $1.78M. The position accounts for 1.1% of the portfolio, ranked #22.

M3 Advisory Group first reported a position in XLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.9M in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • M3 Advisory Group held 12,162 shares of State Street Health Care Select Sector SPDR ETF worth $1.78M as of Q1 2026.
  • M3 Advisory Group bought 113 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $17.4K.
  • State Street Health Care Select Sector SPDR ETF made up 1.1% of M3 Advisory Group's portfolio in Q1 2026, its #22 holding.
  • M3 Advisory Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • M3 Advisory Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.9M 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 M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.