Marvin & Palmer Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Marvin & Palmer Associates’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	–	Sell	-43,630	Closed	-$6.75M	–	33
2025 Q4	$6.75M	Buy	+43,630	New	+$6.53M	4.77%	9
2019 Q2	–	Sell	-94,619	Closed	-$8.68M	–	30
2019 Q1	$8.68M	Hold	94,619	–	–	6.76%	1
2018 Q4	$8.19M	Buy	94,619 +1,904	+2%	+$172K	7.05%	1
2018 Q3	$8.82M	Buy	+92,715	New	+$8.38M	6.69%	1

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Marvin & Palmer Associates's XLV Position: Q1 2026 in Review

Marvin & Palmer Associates sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 43,630 shares — an estimated $6.75M sold.

Marvin & Palmer Associates first reported a position in XLV in Q3 2018 and held it in 4 quarters. The position peaked at $8.82M in Q3 2018. 1,819 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Marvin & Palmer Associates reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Marvin & Palmer Associates sold 43,630 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $6.75M.
Marvin & Palmer Associates first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and held it in 4 quarters.
Marvin & Palmer Associates's State Street Health Care Select Sector SPDR ETF position peaked at $8.82M in Q3 2018.
1,819 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Marvin & Palmer Associates's 13F filing for Q1 2026, filed 8 May 2026.