McKinley Carter Wealth Services’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
$8.01M Sell
54,632
-70,198
-56% -$10.8M 0.46% 56
2025
Q4
$19.3M Sell
124,830
-27,326
-18% -$4.09M 1.08% 23
2025
Q3
$21.2M Buy
152,156
+6,908
+5% +$935K 1.11% 24
2025
Q2
$19.6M Buy
145,248
+20,412
+16% +$2.76M 1.09% 24
2025
Q1
$18.2M Buy
124,836
+1,125
+0.9% +$163K 1.12% 21
2024
Q4
$17M Sell
123,711
-2,407
-2% -$352K 1.04% 24
2024
Q3
$19.4M Buy
126,118
+7,073
+6% +$1.07M 1.17% 18
2024
Q2
$17.4M Buy
119,045
+4,270
+4% +$613K 1.11% 19
2024
Q1
$17M Buy
114,775
+9,134
+9% +$1.31M 1.13% 17
2023
Q4
$14.4M Buy
105,641
+10,548
+11% +$1.37M 1.05% 19
2023
Q3
$12.2M Buy
95,093
+2,699
+3% +$358K 0.97% 21
2023
Q2
$12.3M Buy
92,394
+86,899
+1,581% +$11.5M 0.92% 20
2023
Q1
$711K Sell
5,495
-178
-3% -$23.3K 0.06% 177
2022
Q4
$771K Buy
5,673
+932
+20% +$124K 0.07% 158
2022
Q3
$574K Buy
4,741
+2,484
+110% +$320K 0.05% 174
2022
Q2
$289K Buy
2,257
+417
+23% +$54.7K 0.03% 248
2022
Q1
$252K Buy
+1,840
New +$244K 0.02% 257

Other funds holding XLV

McKinley Carter Wealth Services's XLV Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 56% in Q1 2026, selling an estimated $10.8M and leaving 54,632 shares worth $8.01M. The position accounts for 0.46% of the portfolio, ranked #56.

McKinley Carter Wealth Services first reported a position in XLV in Q1 2022 and has held it in 17 quarters since. The position peaked at $21.2M in Q3 2025. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • McKinley Carter Wealth Services held 54,632 shares of State Street Health Care Select Sector SPDR ETF worth $8.01M as of Q1 2026.
  • McKinley Carter Wealth Services sold 70,198 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $10.8M.
  • State Street Health Care Select Sector SPDR ETF made up 0.46% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #56 holding.
  • McKinley Carter Wealth Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
  • McKinley Carter Wealth Services's State Street Health Care Select Sector SPDR ETF position peaked at $21.2M in Q3 2025.
  • 1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.