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

Medallion Wealth 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	$415K	Sell	2,829 -3,476	-55%	-$536K	0.14%	149
2025 Q4	$976K	Buy	6,305 +545	+9%	+$81.6K	0.33%	73
2025 Q3	$802K	Sell	5,760 -301	-5%	-$40.7K	0.28%	85
2025 Q2	$829K	Sell	6,061 -229	-4%	-$30.9K	0.32%	78
2025 Q1	$902K	Sell	6,290 -2,107	-25%	-$306K	0.41%	55
2024 Q4	$1.16M	Buy	+8,397	New	+$1.23M	0.57%	41

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

Medallion Wealth Advisors's XLV Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 55% in Q1 2026, selling an estimated $536K and leaving 2,829 shares worth $415K. The position accounts for 0.14% of the portfolio, ranked #149.

Medallion Wealth Advisors first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2024. 1,805 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Medallion Wealth Advisors held 2,829 shares of State Street Health Care Select Sector SPDR ETF worth $415K as of Q1 2026.
Medallion Wealth Advisors sold 3,476 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $536K.
State Street Health Care Select Sector SPDR ETF made up 0.14% of Medallion Wealth Advisors's portfolio in Q1 2026, its #149 holding.
Medallion Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.16M in Q4 2024.
1,805 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.