Mark Sheptoff Financial Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Mark Sheptoff Financial Planning’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	$747K	Buy	5,144 +625	+14%	+$96.4K	0.4%	44
2025 Q4	$700K	Buy	4,519 +675	+18%	+$101K	0.33%	48
2025 Q3	$535K	Buy	3,844 +3,775	+5,471%	+$511K	0.26%	55
2025 Q2	$9.3K	Hold	69	–	–	0.01%	345
2025 Q1	$10.1K	Hold	69	–	–	0.01%	324
2024 Q4	$9.49K	Hold	69	–	–	0.01%	320
2024 Q3	$10.6K	Hold	69	–	–	0.01%	302
2024 Q2	$10.1K	Hold	69	–	–	0.01%	316
2024 Q1	$10.2K	Hold	69	–	–	0.01%	292
2023 Q4	$9.41K	Hold	69	–	–	0.01%	291
2023 Q3	$8.88K	Hold	69	–	–	0.01%	276
2023 Q2	$9.16K	Hold	69	–	–	0.01%	278
2023 Q1	$8.93K	Hold	69	–	–	0.01%	269
2022 Q4	$9.37K	Buy	69 +50	+263%	+$6.63K	0.01%	271
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	337
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	349
2022 Q1	$3K	Hold	19	–	–	﹤0.01%	373
2021 Q4	$3K	Hold	19	–	–	﹤0.01%	400
2021 Q3	$2K	Hold	19	–	–	﹤0.01%	372
2021 Q2	$2K	Hold	19	–	–	﹤0.01%	396
2021 Q1	$2K	Hold	19	–	–	﹤0.01%	355
2020 Q4	$2K	Hold	19	–	–	﹤0.01%	333
2020 Q3	$2K	Hold	19	–	–	﹤0.01%	305
2020 Q2	$2K	Hold	19	–	–	﹤0.01%	334
2020 Q1	$2K	Hold	19	–	–	﹤0.01%	317
2019 Q4	$2K	Hold	19	–	–	﹤0.01%	347
2019 Q3	$2K	Hold	19	–	–	﹤0.01%	340
2019 Q2	$2K	Hold	19	–	–	﹤0.01%	327
2019 Q1	$2K	Buy	+19	New	+$1.71K	﹤0.01%	329

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

Mark Sheptoff Financial Planning's XLV Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 14% in Q1 2026, buying an estimated $96.4K and bringing the position to 5,144 shares worth $747K. The position accounts for 0.4% of the portfolio, ranked #44.

Mark Sheptoff Financial Planning first reported a position in XLV in Q1 2019 and has held it in 29 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Mark Sheptoff Financial Planning held 5,144 shares of State Street Health Care Select Sector SPDR ETF worth $747K as of Q1 2026.
Mark Sheptoff Financial Planning bought 625 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $96.4K.
State Street Health Care Select Sector SPDR ETF made up 0.4% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #44 holding.
Mark Sheptoff Financial Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.