MA
XLV icon

MBA Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

MBA Advisors’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 		$3.54M Buy
24,121
+2,173
+10% +$335K 1.36% 19
2025
Q4 		$3.4M Buy
21,948
+5,782
+36% +$866K 1.37% 19
2025
Q3 		$2.25M Buy
16,166
+316
+2% +$42.8K 0.96% 24
2025
Q2 		$2.14M Buy
15,850
+568
+4% +$76.7K 0.99% 25
2025
Q1 		$2.23M Buy
15,282
+227
+2% +$33K 1.1% 23
2024
Q4 		$2.07M Sell
15,055
-233
-2% -$34.1K 1.04% 25
2024
Q3 		$2.35M Buy
15,288
+51
+0.3% +$7.73K 1.13% 26
2024
Q2 		$2.22M Sell
15,237
-425
-3% -$61K 1.14% 25
2024
Q1 		$2.31M Sell
15,662
-88
-0.6% -$12.6K 1.2% 24
2023
Q4 		$2.15M Sell
15,750
-220
-1% -$28.6K 1.2% 23
2023
Q3 		$2.06M Sell
15,970
-652
-4% -$86.6K 1.26% 22
2023
Q2 		$2.21M Sell
16,622
-7,752
-32% -$1.02M 1.32% 21
2023
Q1 		$3.16M Buy
24,374
+1,041
+4% +$136K 1.96% 16
2022
Q4 		$3.17M Buy
23,333
+952
+4% +$126K 2.07% 14
2022
Q3 		$2.71M Buy
22,381
+4,977
+29% +$641K 1.96% 15
2022
Q2 		$2.23M Buy
17,404
+372
+2% +$48.8K 1.53% 20
2022
Q1 		$2.33M Buy
17,032
+1,155
+7% +$153K 1.45% 19
2021
Q4 		$2.24M Sell
15,877
-2,344
-13% -$311K 1.39% 21
2021
Q3 		$2.32M Buy
18,221
+1,081
+6% +$143K 1.71% 15
2021
Q2 		$2.16K Buy
17,140
+3,526
+26% +$432K 1.01% 16
2021
Q1 		$1.58K Buy
+13,614
New +$1.57M 0.87% 23

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

MBA Advisors's XLV Position: Q1 2026 in Review

MBA Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.9% in Q1 2026, buying an estimated $335K and bringing the position to 24,121 shares worth $3.54M. The position accounts for 1.36% of the portfolio, ranked #19.

MBA Advisors first reported a position in XLV in Q1 2021 and has held it in 21 quarters since. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • MBA Advisors held 24,121 shares of State Street Health Care Select Sector SPDR ETF worth $3.54M as of Q1 2026.
  • MBA Advisors bought 2,173 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $335K.
  • State Street Health Care Select Sector SPDR ETF made up 1.36% of MBA Advisors's portfolio in Q1 2026, its #19 holding.
  • MBA Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.